Storage sites and jobs can have sub locations.

Storage site sub locations are generally used to specify exactly where items are stored, for example, shelf 200 or bin abc. Companies with large warehouses sometimes use coordinates like "aisle 10, row D". Sub locations can be useful if you store the same item in several places or often move items within your storage site(s). But there's a down side: sub locations have to be entered when you assign items and can become cumbersome. If you store each item in one location that doesn't change often, CONOTES in the Items screen requires less data entry and is easier to use.

Job sub locations can be used to specify where items are at a large job site or to which crew they're assigned.

Every storage site and job can have as many sub locations as you like. Each sub location can, however, refer to just one job or storage site.

Sub locations can be imported.

ADD SUB LOCATIONS

Add site-specific sub locations in the Storage sites screen.

  • Click the Data icon in the main menu then Storage sites.
  • If the view that appears doesn't include sub locations as a subgrid, click the Tools icon in the grid menu, Views then with sub locations.
  • Click in the main grid on the storage site you want to add a sub location to.
  • Click the Add icon in the subgrid menu.
  • Enter the sub location in the NAME column.
  • Click the Save icon in the subgrid menu.

Add job-specific sub locations in the Jobs screen.

  • Click the Data icon in the main menu then Jobs.
  • If the view that appears doesn't include sub locations as a subgrid, click the Tools icon in the grid menu, Views then with sub locations.
  • Click in the main grid on the job you want to add a sub location to.
  • Click the Add icon in the subgrid menu.
  • Enter the sub location in the NAME column.
  • Click the Save icon in the subgrid menu.

EDIT OR DELETE SUB LOCATIONS

  • Click the Data icon in the main menu then Sub locations.
  • To edit, click the Edit icon in the grid menu in the upper right. If you click in the record or the field in the record you want to edit first, the cursor will appear in that record or field.
  • After you click the Edit icon, the grid menu changes. Click the Save icon to save, the Cancel icon to undo any changes you've made since your last save.
  • Clicking the Edit icon puts you in editing mode. Once in editing mode, you can edit as many records as you like but can't change your search or move to a different page until you save or cancel.

  • To delete, select the record(s) you want to delete by clicking checkbox(es) in the left-hand margin of the grid (you can select more than one) then click the Delete icon in the grid menu.

FIELDS

  • (Sub locations grid) NAME. The name that appears in sub location lists.
  • (Sub locations grid) JOB ID. The job the sub location is associated with.
  • (Sub locations grid) SITE ID. The storage site the sub location is associated with.

SCREEN-SPECIFIC REPORTS

  • BARCODE LABELS.

SYSTEM VIEWS WITH SUB LOCATIONS IN A SUBGRID

  • In the Jobs screen, the with sublocations view displays, in the subgrid, each job's sub locations.
  • In the Sites screen, the with sublocations view displays, in the subgrid, each sites's sub locations.