Site Lookup

The Sites Lookup lists all sites in InventoryCloud. From this page you can view all sites in your system, add additional sites or delete sites.

Viewing the Site Lookup Screen

• Show Filter
• Export
• Print Site Label

Adding a Site

Duplicate a Site

Editing a Site

Deleting a Site

Accessing the Site Lookup

1. Click on the Lookups -> Sites.

2. The Sites 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 Site 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 Sites 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 Site Label - Select the site and click on the Print Site Label button to print the site label for a particular site.

Site Label for Site 101us

Add a Site

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

Click on the Lookups -> Sites  -> button.

2. The New Site screen will appear.

3. Enter a Site Name (mandatory). The Site name should be a unique alphanumeric identifier.
4. Enter the Site Description. This is useful when the site value is cryptic (For example, Site "H7" could be described as "Hangar 7".)
5. Enter Notes, if any. Note is a text field available to record any additional information you might need about this site. Type directly into the field to add notes.
6. Click on the Save button.

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

7. A message will appear indicating that the site is created successfully.

Duplicate a Site

1. Click on the Lookups -> Sites. The Sites screen will appear.
2. Select the Site  that you want to duplicate by clicking on the checkbox.
3. The Duplicate button will become active. Click on the Duplicate button.

4. The View/Edit Site screen will appar. Refer View/Edit Site.
5. Make the required changes.
6. Click on the Save button.

View/Edit Site

1. Click on the Lookups -> Sites. The Sites screen will appear.
2. Click on the Site Name link.

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

4. You can edit the site details in the Site Detail section.
5. Click on the Save button.
6. A message will appear indicating that the site is updated successfully.
   
   

Delete Sites

Note: Sites cannot be deleted if they are currently in use (have locations with items assigned to them.)

1. Click on the Lookups -> Sites. The Sites screen will appear.
2. Select the Site 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 Site is deleted successfully".