Configuring Location And Store

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Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment

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.

 Creating New Parent Locations
  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
 Creating New Child Locations
  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
 Configuring Locations
  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.

    Note:

    When an Asset is returned, notifications are sent to the specified e-mail ids in the Mail To field. If more than one e-mail id is specified, use semicolon (;) to separate them.

  3. Click SUBMIT.

    LOCATION DETAILS pop-up page
    Figure:  LOCATION DETAILS pop-up page

 Renaming Locations
  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
 Deactivating 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
 Creating Stores
  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
 Creating Floors
  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
 Configuring Time Zones

  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. 

    LOCATION DETAILS pop-up page
    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. You can also make a Store the default store for a specific location.

 Configuring Stores
  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.

    STORE DETAILS pop-up page
    Figure:  STORE DETAILS pop-up page

 Renaming Stores
  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

 Deactivating 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 inactive.


    Figure:  LOCATION & STORE page: Deactivating Locations
 Making Store Default
  1. Right-click on the Store that you want to make as the default Store.
  2. Click Default.
  3. The Default Store is highlighted with a green color indicating that it is the default Store.

Figure:  LOCATION & STORE page: Making a Store Default

Floors

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

 Configuring Floors
  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.

    FLOOR DETAILS pop-up page
    Figure:  FLOOR DETAILS pop-up page
 Renaming Floors
  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
 Deactivating Floors
  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.