How To Add Location in the System l Application Settings

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 

 

‚Äč


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.

    • Related Articles

    • Adding a Single Asset

      How to Add a Single Asset?  Home Page > Add Asset button.   With Asset Infinity, assets can be easily added and updated. To add new assets in the system, the form opens up as shown below. Add Asset form can be managed from Customize Asset ...
    • Adding a Meter

      Adding a Meter Menu > Usage > Usage Monitoring    The Utility Monitoring system collects detailed consumption information for selected utilities serving the Client facility.     When the user clicks on Usage Monitoring, the below screen appears:     ...
    • Create Custom Fields

      Create Custom Fields Menu > Advanced Settings > Custom Fields    If user wants to add any field to the grid, whether it is Asset Master or Location Master, they can create through Custom Fields option.      A form opens up:      FIELD NAME  ...
    • Adding Asset Category

      Adding Asset Category Asset Category > Application settings The purpose of Category is to define the asset type or set attributes for assets. Asset Infinity uses category in many other modules based on the requirements and functionality. The page ...
    • Adding an Inventory Location

      Adding an Inventory location Application Settings > Location  ​ Inventory Location - Marking this box with a check will make this location appear in the Inventory module. Not every location is visible in the Inventory module unless this checkbox is ...