A location must be created before an item can be assigned to it. Items can be assigned to locations one by one by editing the location field or en masse. To create a new location to use in item records:
1. Select Administrative ► Locations ► Add Location. The New Location window will appear.
Fields and options in the New Location window include:
|
Name |
The name of the location. |
|
Type |
The type of location: •Back Stock •Bin •On Display •Outside Vendor •Station. |
|
Inactive |
Whether the location is active and available for use. |
|
Location Availability |
What kind of availability the location has: •Inventory Location •Envelope Location. |
|
Moving a Job to this location marks it as done. |
Used for appraisals, builds, assemblies, and repairs, this indicates that when you move an envelope here, the job is also marked as done and the current date is applied as the done date. |
|
Notes |
Contains notes concerning the location and its use. |
2. Complete the fields in the New Location window as needed.
3. Select a save option. The location will appear in the Location drop-down menu.