Difference between revisions of "Location Group"

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[[File:Icon.Location_Group.png]] A location group is a collection of locations, usually located in the same general area. For example, a building if often a location group that has several locations inside. A location is a specific place where inventory can be located, for example in the store front, the receiving dock, or a specific shelf.
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{{Module Introduction|Location Group|Setup}} allows location groups to be created and modified. A location is a specific area such as a shelf, a receiving dock, or a store front. A location group is a collection of [[Location|locations]] that are usually in the same general area. For example, a warehouse could be a location group with several locations inside.
  
== Create a New Location Group {{top}} ==
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__TOC__
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{{NoClear|Create a location group}}
  
 
Follow the steps below to create a new location group.
 
Follow the steps below to create a new location group.
  
# Click the {{Button|New}} located in the module toolbar of the Location Group module.
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# Open the {{Module|Location Group}} and click the {{Button|New}} on the module toolbar.<br>[[File:Location Group Details.png]]
 
# Enter the name of the location group in the '''Name''' field.
 
# Enter the name of the location group in the '''Name''' field.
# If [[Class|Class Tracking]] is enabled, a class can be assigned to the new location group.
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# If [[Class|class tracking]] is enabled, a class can be assigned to the new location group.
# Under the '''Users''' section of the '''General''' tab, add users that belong to the new location group by moving them from the '''Available''' section to the '''Members''' section. This can be done by double-clicking, or by using the blue arrows.
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# To give a user access to the location group, double-click the username in the '''Available''' section or use the arrow buttons.
 
# Click the {{Button|Save}} on the module toolbar to save the new location group.
 
# Click the {{Button|Save}} on the module toolbar to save the new location group.
  
Some basic locations (Receiving, Shipping, Stock, and Store Front) will automatically be created for the new location group. Locations can be added and modified in the [[Location]] module.
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Receiving, shipping, and stock locations will be created automatically for the new location group. Locations can be added and modified in the {{Module|Location}}. The '''Default Location''' tab displays all parts and their default location within the location group. Location groups can also be [[Imports_and_Exports#List_of_imports_and_exports|imported from a spreadsheet]].
  
[[File:Location Group Details.png]]
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==Inactivate a location group==
  
== Inactivate a Location Group {{top}} ==
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* Location groups cannot be deleted, however they can be renamed or inactivated by opening the location group and unchecking the '''Active''' checkbox and then clicking the {{Button|Save}}.
 
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* Inactive location groups will be removed from the '''Location Group''' fields throughout Fishbowl.
Location groups cannot be deleted, however they can be renamed or inactivated. Follow the steps below to inactivate a location group.
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* By default, inactive locations will not be visible in the {{Module|Location Group}} search pane. To view and reactivate an inactive location group, select '''Inactive''' in the '''Status''' field of the search pane.
 
 
# Open the desired location group.
 
# Uncheck the '''Active''' checkbox.
 
# Click the {{Button|Save}} on the module toolbar to save the changes.
 
# This location group will be removed from the location group fields throughout the Fishbowl Client.
 
 
 
To view or reactivate an inactive location group, select '''Inactive''' in the '''Status''' field of the search pane.
 
  
 
{{:Module Options:Location Group}}
 
{{:Module Options:Location Group}}

Latest revision as of 15:48, 9 June 2020

Icon.Location Group.png The Location Group module, located in the Setup group, allows location groups to be created and modified. A location is a specific area such as a shelf, a receiving dock, or a store front. A location group is a collection of locations that are usually in the same general area. For example, a warehouse could be a location group with several locations inside.

Create a location group

Follow the steps below to create a new location group.

  1. Open the Icon.Location Group.png Location Group module and click the New Button.png New button on the module toolbar.
    Location Group Details.png
  2. Enter the name of the location group in the Name field.
  3. If class tracking is enabled, a class can be assigned to the new location group.
  4. To give a user access to the location group, double-click the username in the Available section or use the arrow buttons.
  5. Click the Save Button.png Save button on the module toolbar to save the new location group.

Receiving, shipping, and stock locations will be created automatically for the new location group. Locations can be added and modified in the Icon.Location.png Location module. The Default Location tab displays all parts and their default location within the location group. Location groups can also be imported from a spreadsheet.

Inactivate a location group

  • Location groups cannot be deleted, however they can be renamed or inactivated by opening the location group and unchecking the Active checkbox and then clicking the Save Button.png Save button.
  • Inactive location groups will be removed from the Location Group fields throughout Fishbowl.
  • By default, inactive locations will not be visible in the Icon.Location Group.png Location Group module search pane. To view and reactivate an inactive location group, select Inactive in the Status field of the search pane.


MODULE OPTIONS

Some aspects of the Icon.Location Group.png Location Group module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

General tab
Location Group Tracking.png
  • Company Wide
With this option checked, part reorder levels will be set on a company level. A reorder level will apply to the sum of inventory in all location groups.
  • By Location Group
With this option checked, part reorder levels will be set per location group. A reorder level will apply only to the inventory in the specified location group.