Locations Lookup

The Location Lookup lists all locations in InventoryCloud. In this page, you can view the list of already created locations, add a  new location, edit existing location and delete locations.

Viewing the Location Lookup Screen

• Show Filter
• Export
• Print Location Label

Adding a Location

Editing a Location

Deleting a Location

Accessing the Location Lookup

1. Click on the Lookups > Location.

2. The Locations screen will appear.

3. By default, the lookup page displays 20 items per page. Scroll through the pages using the navigation buttons at the bottom of the screen. Change the number of items listed on each page using the drop down menu.

Note: You can change the numbers in the drop down on the Options page.

4. Show Filter - When you click on the Show filter checkbox, a text box will appear under location field where you can type the search text to find the desired detail.

• Select the modifier by clicking the filter icon.

5. Export - This option allows you to export the list of Locations to an Excel spreadsheet. You can export up to 25000 records and also allows you to customize the list as needed using filters/custom views/grouping and then export the information to Excel. Filter the list as needed, then select the Export icon - . The report will get downloaded and can be accessed from the icon at the bottom of the screen. Click on the icon and select Open to view the report. You can save or alter the report as needed in Excel.
6. Print Location Label - Select the location and click on the Print Location Label button to print the location label for a particular site.

Location Label for WHSE3

Add a Location

1. Click on the Lookups -> Locations -> New button Or

Click on the Lookups -> Locations -> button.

2. The New Location screen will appear.

3. Location Details

• Site (Required) - Enter the Site in which this Location is located. Enter a partial value in the field. A drop down will appear with departments matching the entered data. If the site has not yet been added to the database, click on the New Site button and it will navigate to New Site screen under Lookups.
• Location (Required) - Enter the Location name. This name must be unique within the Site.
• Location Description - Enter a brief description of this site. This is useful when the Location value is cryptic (For example, Location "A7B2" could be described as "Aisle 7 Bin 2".)
• Zone Name - If you want to include this location in a zone (a group of locations), select the zone name or add a new zone by clicking on the New Zone button. Add the Zone name and click on the Save button.

• Location Type - Select the location type. Options are: Normal, Pick Only, Receive Only and Repair/Inactive.
• Notes - This text field is available to record any additional information you might have about this Location.

4. Dimensions

• Select the Weight Unit.
• Enter the values in the Height, Width and Depth field. The Volume in the Volume field will get calculated based on the values entered in the  Height, Width and Depth field.
• Select the Max Weight Unit. Enter the Max Weight.
• Select the Volume Unit. Enter the Max Volume.

5. Click on the Save button.

• If you want to create another location, click on the Save and Add another checkbox before clicking on the Save button. In this case, the New Location screen will appear once you click on the Save button.

6. A message will appear indicating that the location is created successfully.

View/Edit Location

1. Click on the Lookups -> Locations. The Locations screen will appear.
2. Click on the Location Number link.

3. The screen will navigate to View/Edit Location screen.

4. You can edit the Location details and Dimensions.
5. Click on the Save button.
6. A message will appear indicating that the location is updated successfully.

Delete Locations

1. Click on the Lookups -> Locations. The Locations screen will appear.
2. Select the Location and click on the Delete button.

3. A pop-up message will appear asking for confirmation.
4. Click on the Delete button again.
5. A message will appear indicating that "1 Location is deleted successfully".