Adding Location in the System

Adding Location in the System 

Application Settings > Location 

 

To create Location for asset/inventory/user: These locations created are used to manage functions at different modules in the application. These appear in different parts of the application as required like while creating Purchase Order, Purchase Requisition, Transfer Asset, Add Inventory, Schedule Activity, Raise Ticket, etc.  

 

User can create both parent and child locations. Locations created previously will only be available in the Parent Location drop-down. 

 

The page shown below opens up: 

 

 

The page shown below appears: 

 

 

Field Name	Description	Mandatory	Validation
Parent Location Name	Locations created earlier are displayed in the drop down. You can add other locations under a single location in Parent > Child format	No
Location	Enter the new location name.	Yes
Location Code	Enter location code. Location code is auto-generated, if left blank.	Depends on Configuration	Depends on Configuration
Inventory Location	Marking this box with a check makes this location appear in the Inventory module.	No	Not every location is visible in Inventory module unless this checkbox is marked with a tick
Primary Location Head	Assign a user as Location Head, workflow approvals will be validated by the assigned user.	No
Alternate Location Head	Alternate location head can also be assigned; the process is same as for Primary Location Head.	No

​

User can create Custom Fields for this page. Click here to see how to create Custom Fields on Locations. 

Managing Location in the System 

Users can also select manage the Grid section to specify the fields to be displayed on the grid. Location added will be reflected at different pages where Location is required. 

 

QR Code for a specific location can be generated for scanning in the future to Raise Ticket, find pending activities and tickets associated with that location. 

Other functions can be applied to the created locations like View, Edit, Delete, or Export the whole location tree to Excel. If Location is ever used in the application, it cannot be deleted from the application. 

 

On-Demand Configurations 

1. Location Code length can be adjusted according to user requirements. 
   
2. Geo-Location registering can be set to mandatory. 
   
3. A check can be established for unique location code for each location 
   
4. Location Code Field can be set to mandatory/non-mandatory using a config.
   

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