Storages and Materials Locations Introduction
How to view, create, and edit storages and materials locations to manage your materials?
Before starting to read this article it is important to understand the terminology of storages and materials locations.
A storage is where the items are stored. Inside a storage, you have the material's location. This allows the identification of the shelf/rack or the place where a specific material is placed inside the storage. The material is always a group of items.
As an example, we can have a storage named East Storage, where a material called "Computer Brand X" is stored. That material is on the shelf B1 (material location). Within a material, we can have several items.
For example, the material called Computer Brand X is stored on the East Storage, on shelf B1 and can have all these items:
- Computer Brand X serial number 101
- Computer Brand X serial number 102
- Computer Brand X serial number 103
- ...
Note: If you want to know more about items and materials click here.
These new features can be found in release note version: 0.68.0.
1. View, Create and Edit Storages
To access the storages navigate to the left menu and select the "Inventory" tab. Then click on "Storages".
1.1. View a Storage
To view a storage, you just need to click the storage icon in one of the storages available at the storages table.
After clicking on the icon, you are redirected to the storage page. Here, you can see all material inside your storage, edit your storage, import more materials, or create material locations.
1.2. Edit Storage Information
If you want to edit the storage information, you just need to click on the three dots icon and then choose "Edit".
A new window will pop up where you can edit all storage information such as name, description, or location.
Once you've edited the fields you need, just click "Save" and all your changes will be saved.
1.3. Create a Storage
If you already have storages created, to create a new one just click on the "Add storage" button at the top right of the page.
If you haven't created any storage yet, a button to create a new one will appear on the center of your page. Click on it.
A new window will appear where you can insert the storage details such as Storage name, description, and address.
Note: In the "address type" field, by clicking on the dropdown icon, you can choose between inserting a site/element or an actual address or location. If you choose to enter an address, you can choose to select the location on a map instead of just typing in the address manually. To do that click on "Set Location" and a map will open here you can pin the storage location.
After setting all storage information click on the "Save" button to save all your storage information. A new page will open with your new storage.
Press the "Save" button on the bottom right corner to save your storage.
You will receive a notification indicating that the new storage has been successfully created. You will notice that this new storage is already listed in the main storage table.
2. View, Add and Delete Material Locations
Inside storages you have the material's location. This allows the identification of the shelf/rack or the place where a specific material is placed in the storage.
2.1. View Material Locations
To view or create material locations, enter into a storage and click on the "View Material Locations" option.
A new page will appear where you can see a table with all the material's locations and the description of the same as you will see below.
2.2. Create Material Locations
If you have already created locations for the materials, these will be indicated in a table and you can add more by clicking on the "Add Location" button in the top right corner.
If you haven't created any material locations yet, simply click on the "Add location" button in the center of the page to create your first location.
A new window will appear where you can define some details about your new location such as its description and location (you can choose to associate a site/element or indicate an exact location as when creating the storages).
Finally, click on "Save". You will receive a notification that the new location has been successfully created.
This new material location will then appear in the locations table.
2.3. Delete Material Locations
You can also delete locations. This can be done by selecting the location or multiple locations. By doing this a delete icon will appear on the top of the table.
If you click on it it will appear a new window asking if you are sure you want to delete that location. If you are, click on "Delete".
Note: This action can't be undone.
If you have any questions please contact technical support.