How do I add/remove locations?

Set up, modify, or delete locations.

Materials Management uses Locations to identify and record the place where the inventory is located. You can set up the location names in the Location table (Organization > Location), and then you will be able to select which location that you want to use when you issue, order, receive, return, and so on.

Contents

Adding a new location
Editing a location
Removing a location

Adding a new location

1. Open Connect Materials Management > Organization > Locations..

2. Click New (CTRL+N).

3. Enter the Location.

For example, Pond, Truck, Warehouse, and so on.

4. Enter the Description.

For example, if the Location is Warehouse then which warehouse is it?

5. Enter the Abbreviated Description.

Enter an abbreviated description that will be used on reports where there isn't enough space to print the location name or description.

4. Click Save (CTRL+S).

The location is saved.

Editing a location

Update the location properties.

Do this...

1. Open Connect Materials Management > Organization > Locations.

2. Enter a location name in the Lookup field. You can Search (F9) this field.

3. Now, you can edit the record.

4. Click Save (CTRL+S).

The location is updated.

Removing a location

You cannot delete a location when related transactions exist. If you want to delete a record and a transaction references the location, then you need to set up a new location record because the system cannot delete the current record.

Do this...

1. Open Connect Materials Management > Organization > Locations.

2. Enter a location name in the Lookup field. You can Search (F9) this field.

3. Now, click Delete (CTRL+D).

The location is deleted.