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Configuring Location And Store

Configuring Location And Store

Apr 23, 2024

You can configure Asset Locations, Stores, and Floors. The Assets are always associated to a Location under which Stores and Floors are configured to track them or discover them.

Asset Locations

Asset Location is a placeholder that can be used to create hierarchical Locations list. You can create Regions at the root node followed by Countries > States > Cities > Campuses in a hierarchical way.

Stores

Store is a place where newly procured or deallocated Assets are stocked. Every campus needs to have at least one Asset Store.  When Assets are imported, aligning them to a Store is mandatory. The In-Store Assets are available for allocation.

Floors

Floor is a place where end users work or where the Assets are put to use. Every campus can have multiple Floors configured based on the Floor plan. Associating an Asset to a Floor is mandatory during the Asset Allocation process.

To add Location and Store:

  1. Select Asset > Configuration > Asset Masters > Location and Store.

  2. On the LOCATION AND STORE page, select the Tenant. You can see the Locations configured for the selected Tenant.


    Figure:  LOCATION AND STORE page

Locations

You can create a new Location, configure it, rename it, and deactivate it. You can add Stores and Floors to the Location.

  1. Right-click on a Location and click Create Parent Location.

  2. Type in a name for the new Parent Location.


    Figure:  LOCATION AND STORE page: Creating Parent Location

  1. Right-click on the Location under which you want to add the new Child Location.

  2. Click Create Child Location.

  3. Type in a name for the new Child Location.


    Figure:  LOCATION AND STORE page: Creating Child Location

  1. Right-click the Location that you want to configure.

  2. Click Configure. Type in the details in the Value, Short Code, and Mail To fields.

  3. Click SUBMIT.


    Figure:  LOCATION DETAILS pop-up page

  1. Right-click on the Location that you want to rename.

  2. Click Rename.

  3. Type in the new name for the Location.


    Figure:  LOCATION AND STORE page: Renaming Locations

  1. Right-click on the Location that you want to deactivate.

  2. Click Deactive.

  3. The deactivated Location is displayed with a red color code indicating that it is deactive. 


    Figure:  LOCATION AND STORE page: Deactivating Locations

  1. Right-click on the Location under which you want to add the new Store.

  2. Click Create Store.

  3. Type in a name for the new Store.


    Figure:  LOCATION AND STORE page: Creating Stores

  1. Right-click on the Location under which you want to add the new Floor.

  2. Click Create Floor.

  3. Type in a name for the new Floor.


    Figure:  LOCATION AND STORE page: Creating Floors

  1. Right-click on the Location under which you want to add the Time Zone.


    Figure: LOCATION AND STORE page.

  2. On the LOCATION DETAILS pop-up page, specify the Value, Short Code, Location Code, Location Group, Type, Time Zone and E-mail ID. 


    Figure:  LOCATION DETAILS pop-up page. 

  3. Click SUBMIT


    Figure:  LOCATION AND STORE page: Configuring Time Zone 

Stores

You can rename a Store, configure it, and de-activate it.

  1. Right-click on the Store that you want to configure.

  2. Click Configure. Type in values for Value, Short Code, Type and E-mail ID.

  3. Click SUBMIT.


    Figure:  STORE DETAILS pop-up page

  1. Right-click on the Store that you want to rename.

  2. Click Rename.

  3. Type in the new name for the Store.


    Figure:  LOCATION & STORE page: Renaming Stores

  1. Right-click on the Store that you want to deactivate.

  2. Click Deactivate.

  3. The deactivated Store is displayed with a red color code indicating that it is deactive.


    Figure:  LOCATION & STORE page: Deactivating Locations

Floors

You can rename a Floor, configure it, and de-activate it.

  1. Right-click on the Floor that you want to configure.

  2. Click Configure. Type in values for Value, Short Code, Floor Subnet and other details. Click ADD.

  3. Click SUBMIT.


    Figure:  FLOOR DETAILS pop-up page

  1. Right-click on the Floor that you want to rename.

  2. Click Rename.

  3. Type in the new name for the Floor.


    Figure:  LOCATION & STORE page: Renaming Stores

  1. Right-click on the Floor that you want to deactivate.

  2. Click Deactivate.

  3. The deactivated Floor is displayed with a red color code indicating that it is de-active.


    Figure:  LOCATION & STORE page: Deactivating Locations

ACTIONS

This section explains all the icons on the ACTIONS panel of the LOCATION AND STORE page.

EXPAND ALL

Click EXPAND ALL to drill-down the Locations to display all the Locations, Stores, and Floors configured under them.

Note:

When the Locations are expanded, COLLAPSE ALL icon is displayed on the ACTIONS panel. Click the icon to collapse the Locations display.