Adding a Location

Updated by Cheryl Wallace

The process to add a new stocking location (tool crib) or non-stocking location (entity) is similar but with some important differences. In either case, these both apply:

If a location is saved without a Parent Location, it will become invisible to everyone except the admin user and the location will be stuck in limbo.
If either the Transaction Rental or Transfer Rental modules are in use, remember to update the rate sheets.

Adding a Stocking Location

Verify your License Information to view the licensed number of stocking locations before proceeding.
Watch this video for a walkthrough of configuring Stocking Location settings.
  1. Click Locations in the left side menu bar then click Locations.
  2. Click in the edit tool bar.
  3. Enter the identifying information for this stocking location.
    1. Type the ID and Location Name.
    2. Set Location Type to Stocking Location.
    3. Click to set Billing Location if either the Transaction Rental or Transfer Rental modules are in use and this location will be charging rent.
  4. Select the Parent Location to determine where the stocking location will appear in the visibility hierarchy.
  5. Select the Settings tab to configure the behaviour of this stocking point.
  6. Add any additional information.
    1. Select the Address tab to enter Billing and Shipping address and contact information.
    2. Select the Documents tab to configure special numbering sequences.
  7. Click to save the new location. It will be visible in the tree pane on the left.

Adding a Non-Stocking Location

  1. Click Locations in the left side menu bar then click Locations.
  2. Click in the edit tool bar.
  3. Enter the identifying information for this non-stocking location.
    1. Type the ID and Location Name.
    2. Set Location Type to Non-Stocking Location.
  4. Select the Parent Location to determine where the stocking location will appear in the visibility hierarchy.
  5. Select the Address tab to enter Billing and Shipping address and contact information, if desired.
  6. Click to save the new location. It will be visible in the tree pane on the left.

See also:

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