Difference between revisions of "Location Group"

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[[Image:Icon.Location_Group.png]] Fishbowl Inventory uses Location Groups as a large area of division to keep track of inventory that is stored in various locations. All Locations must be assigned to a Location Group. For example, a '''Location Group''' could be considered a '''main site or warehouse''' (SLC or MI warehouse), a '''physical location''' (a truck, specific areas of the warehouse), etc. A '''location''' then could be considered as an area '''inside''' the site (either front of warehouse, or even more specific certain shelves) or '''physical location''' (stock of truck, or once again shelves of a specific area in the warehouse).
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[[File:Icon.Location_Group.png]] Fishbowl Inventory uses Location Groups as a large area of division to keep track of inventory that is stored in various locations. All Locations must be assigned to a Location Group. For example, a '''Location Group''' could be considered a '''main site or warehouse''' (SLC or MI warehouse), a '''physical location''' (a truck, specific areas of the warehouse), etc. A '''location''' then could be considered as an area '''inside''' the site (either front of warehouse, or even more specific certain shelves) or '''physical location''' (stock of truck, or once again shelves of a specific area in the warehouse).
 
 
<br>
 
  
 
See [[Key Concepts|Key Concepts]] for additional information
 
See [[Key Concepts|Key Concepts]] for additional information
  
<br> The following functions are available through the Location Group Module:
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The following functions are available through the Location Group Module:
  
 
* Create new Location Groups
 
* Create new Location Groups
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* Edit a Location Group
 
* Edit a Location Group
 
* Assign users to a Location Group
 
* Assign users to a Location Group
<br><br>
 
 
__TOC__
 
__TOC__
<br>
 
 
== Create a New Location Group ==
 
== Create a New Location Group ==
  
In the Location Group module, click on New [[Image:'new' symbol.JPG|Image:'new'_symbol.JPG]] located in the '''Module Toolbar'''. This will create a new blank field on the Main Screen to enter your Location Group data.&nbsp; Enter the '''Name''' of your group and select whether or not this group is active. [Optional] If you have '''Class Tracking''' turned on, you may assign a QuickBooks class to your new Location Group.<br>
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In the Location Group module, click on New [[File:'new' symbol.JPG|Image:'new'_symbol.JPG]] located in the '''Module Toolbar'''. This will create a new blank field on the Main Screen to enter your Location Group data. Enter the '''Name''' of your group and select whether or not this group is active. [Optional] If you have '''Class Tracking''' turned on, you may assign a QuickBooks class to your new Location Group.
 
 
<br>
 
 
 
<br>
 
 
 
Under the '''Users''' section of the General screen, decide which users are to belong to the new Location Group. Move them from Available to Members by highlighting their names and clicking on the corresponding blue arrows. Click [[Image:'save' symbol.JPG|Image:'save'_symbol.JPG]] from the Module Toolbar to save your changes.
 
  
<br>
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Under the '''Users''' section of the General screen, decide which users are to belong to the new Location Group. Move them from Available to Members by highlighting their names and clicking on the corresponding blue arrows. Click [[File:'save' symbol.JPG|Image:'save'_symbol.JPG]] from the Module Toolbar to save your changes.
 
 
<br>
 
  
 
You will now be asked if you would like to add default locations for your new group. Choosing No will allow you to manually add locations to your Location Group. Choosing Yes will auto-create the following default locations for your new Location Group: Receiving, Shipping, Stock, and Store Front.
 
You will now be asked if you would like to add default locations for your new group. Choosing No will allow you to manually add locations to your Location Group. Choosing Yes will auto-create the following default locations for your new Location Group: Receiving, Shipping, Stock, and Store Front.
  
<br> <br>
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[[File:Location Group Details.JPG|450px]]
[[Image:Location Group Details.JPG|450px]]
 
<br><br><br>
 
  
 
== Enable Location Group Tracking ==
 
== Enable Location Group Tracking ==
  
In the Location group module, go to '''Tools | Module options''' on the menu bar. The Module Options for the Location Group Module will be displayed.<br>
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In the Location group module, go to '''Tools | Module options''' on the menu bar. The Module Options for the Location Group Module will be displayed.
 
 
 
 
  
 
Check the box that says '''Enable Location Group Tracking'''. Also specify whether you would like Location Group Tracking enabled '''Company Wide''' or by '''Location Group'''. Click Ok.
 
Check the box that says '''Enable Location Group Tracking'''. Also specify whether you would like Location Group Tracking enabled '''Company Wide''' or by '''Location Group'''. Click Ok.
  
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A new dialog box will be displayed regarding class tracking; click Yes or No depending on whether or not you wish to enable class tracking as well. If you choose yes you will need to restart all of the Fishbowl clients for class tracking to take effect.
  
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See also [[Module_Options#Location_Group_Module_Options|Location Group Module Options]]
  
A new dialog box will be displayed regarding class tracking; click Yes or No depending on whether or not you wish to enable class tracking as well.&nbsp; If you choose yes you will need to restart all of the Fishbowl clients for class tracking to take effect.
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[[File:Location Group Tracking.JPG|450px]]
 
 
 
 
 
 
See also [[Module_Options#Location_Group_Module_Options|Location Group Module Options]]
 
<br><br>
 
[[Image:Location Group Tracking.JPG|450px]]
 
<br><br><br>
 

Revision as of 19:56, 11 November 2011

Icon.Location Group.png Fishbowl Inventory uses Location Groups as a large area of division to keep track of inventory that is stored in various locations. All Locations must be assigned to a Location Group. For example, a Location Group could be considered a main site or warehouse (SLC or MI warehouse), a physical location (a truck, specific areas of the warehouse), etc. A location then could be considered as an area inside the site (either front of warehouse, or even more specific certain shelves) or physical location (stock of truck, or once again shelves of a specific area in the warehouse).

See Key Concepts for additional information

The following functions are available through the Location Group Module:

  • Create new Location Groups
  • Activate or Inactivate a Location Group
  • Assign a QB Class to a Location Group
  • Edit a Location Group
  • Assign users to a Location Group

Create a New Location Group

In the Location Group module, click on New Image:'new'_symbol.JPG located in the Module Toolbar. This will create a new blank field on the Main Screen to enter your Location Group data. Enter the Name of your group and select whether or not this group is active. [Optional] If you have Class Tracking turned on, you may assign a QuickBooks class to your new Location Group.

Under the Users section of the General screen, decide which users are to belong to the new Location Group. Move them from Available to Members by highlighting their names and clicking on the corresponding blue arrows. Click Image:'save'_symbol.JPG from the Module Toolbar to save your changes.

You will now be asked if you would like to add default locations for your new group. Choosing No will allow you to manually add locations to your Location Group. Choosing Yes will auto-create the following default locations for your new Location Group: Receiving, Shipping, Stock, and Store Front.

450px

Enable Location Group Tracking

In the Location group module, go to Tools | Module options on the menu bar. The Module Options for the Location Group Module will be displayed.

Check the box that says Enable Location Group Tracking. Also specify whether you would like Location Group Tracking enabled Company Wide or by Location Group. Click Ok.

A new dialog box will be displayed regarding class tracking; click Yes or No depending on whether or not you wish to enable class tracking as well. If you choose yes you will need to restart all of the Fishbowl clients for class tracking to take effect.

See also Location Group Module Options

450px