Note: This feature is available only to users with administrative permissions.
Locations are the physical places in your company where products are used or stored. Your company's locations are organized as a "tree" structure, with larger/broader locations containing other locations as "sub-locations," which can contain their own sub-locations, and so on. Example: The top-level location Lab Building contains three sub-locations: East Wing, West Wing, and Storage. The sub-location East Wing contains two sub-locations of its own: Lab E1 and Lab E2. These locations contain further sub-locations, and so on. Your own location tree can be as simple or detailed as necessary, containing any number of sub-location levels.
Defining a location tree and keeping it up to date are essential for accurate product data, searching, and reporting. A product is assigned to one or more of the tree's locations to record where that product is used or stored. (For details on these assignments, see Editing a Product's Locations.) These assignments enable location-based searching and reporting, allowing users to generate search results (via product browsing or advanced searching) and reports focused on the products found at specific locations.
Build your location tree by first adding top-level or "root" locations, which are not contained as sub-locations under any other locations. (When your system requires each user to select his/her company site before entering DolphinRTK, the available sites are your location tree's top-level locations. See Enabling/Disabling Location Logins for details.) Then add sub-locations under these top-level locations, add sub-locations under these sub-locations, and so on, until the tree fully reflects your company's places of product usage and storage. After being added, any location can be renamed, moved to a new position in the tree, set inactive (and reactivated when/if necessary), or deleted.
For details on these operations, see the following:
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