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