Setting Up Your Locations

How do I Add a new location?

On your Dashboard, select the ‘Locations’ category.

  • Filter - if the user wants to filter the location he/she can select location name, address, location status and description.
  • Add New Location - fill up the new location data.
  • Actions - the user can do the following:
    • Export Location file to PDF format
    • Export Location file to Excel format
    • Set Up Columns: customizes the columns seen on the locations page.
    • Import New Location: this is great to use when adding new locations in bulk.

When the user clicks the “+Add New Location” button, a new form will appear. Input the information needed:

 

  • Location - users can add new locations of the asset.
  • Location Status - select the location status from the drop-down menu options: under renovation, available or closed down
  • Details
    • Address - input the new or another address of the asset.
    • Description - input the specific location of the asset.
    • Street/Building - write down the street number or building number.
    • City - input the city where the asset is located.
    • State - enter the state of the asset location.
    • Zip/Postal Code - input the zip or postal code of the new location to be added.
    • Country - select the country of your new location from the drop-down menu.
  • Custom Fields
    • GPS Coordinates - tracing the exact coordinates.
      • Latitude - input the latitude of the asset using google map.
      • Longitude - input the longitude of the asset using google map.
    • Photos - upload the photo where the asset moved or the new added address.

Once all information has been typed in, click Add to add the new location.

How do I Edit or Delete location?

Editing A Location

The user can edit the location by clicking on the pen sign.

Input the information needed:

  • Location - input the new location of the asset.
  • Location Status - select the location status from the drop-down menu options: under renovation, available or closed down
  • Details
    • Address - input the new or another address of the asset.
    • Description - input the specific location of the asset.
    • Street/Building - write down the street number or building number.
    • City - input the city where the asset is located.
    • State - enter the state of the asset location.
    • Zip/Postal Code - input the zip or postal code of the new location to be added.
    • Country - select the country of your new location from the drop-down menu.
  • Custom Fields
    • GPS Coordinates - tracing the exact coordinates.
      • Latitude - input the latitude of the asset using google map.

Then, click Save to save the details.

Deleting A Location

The user can delete the location by clicking on the trash sign.

Then, click Delete to confirm removal of location.

How do I add a new sub location?

On your Dashboard, select the ‘Sub Locations’ category.

  • Filter - if the user wants to filter the sub location he/she can select the sub location or location or both.
  • Add New Sub Location - input the data about the sub location to be added.
  • Actions - the user can do the following:
    • Export Sub Location file to PDF format
    • Export Sub Location file to Excel format
    • Import New sub location: this is great to use when adding new sub locations in bulk.

Clicking on the ‘+Add New Sub Location’ button will have the ‘Add A Sub Location’ form appear:

  • On the screen, click the dropdown menu options to choose a location.
  • Sub Location - enter the sub location where the asset is located.

Once all needed information is inputted, click on ‘Save’ to add the new sub location.

How do I edit or delete sub location?

The user can edit the sub location by clicking on the pen sign.

Then, click Add to save the details.

While the user can delete the sub location by clicking on the trash sign.

Then, click Delete to remove the sub location.

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