How to Add a Location

Note: In order to add a location, the role of the logged-in user must include edit access to the Locations feature.

You are able to add a location from the Manage Locations form. Once added, the new location is available for performing inventory counts and inventory moves. To add a location, refer to the steps below.

  1. Select Manage > Locations from the menu bar to reach the Manage Locations form.

  1. At the Manage Locations form, select the Add icon.

Manage Locations screen

  1. The Add Location form appears.

Add Location Screen

  1. Site: the new location will be added to the site selected in this field. The logged-in user's default site is automatically placed in the Site field. The site selections that are available will be based on the sites that the logged-in user has access to.
  2. Parent Loc field: If this new location is a sublocation, enter the parent location name in the Parent Loc field. (To enter a sublocation, the Site must allow sublocations.)
  1. Name: enter the name of the new location in the Name field.
  1. Description: enter the location description in the Description field. (The Description field is not required.)
  1. Select the Save iconSave icon to add the new location to the application. (To cancel adding this location, select the Cancel iconCancel icon.)
  2. Once added, you are able to include the location in inventory counts and in inventory moves.
  3. RF Mode: The site-location is immediately added to the main database.
  4. Batch Mode: The site-location is added to the mobile database; it will be incorporated into the main database after the data is uploaded to the main IntelliTrack application.