Locations - Revision history

Jgullickson: /* Adding Locations in Bulk */

2020-12-02T16:01:41Z

Adding Locations in Bulk

2020-01-23T15:08:11Z

2019-03-21T19:55:54Z

2017-02-27T13:49:19Z

Location Types

2016-10-04T12:19:33Z

Branch Transfers - Customer Number Used for Deliveries

2016-10-04T12:19:05Z

Managing Locations

2016-09-17T03:51:32Z

2016-05-23T20:53:18Z

2016-04-22T16:00:17Z

2010-12-16T16:06:13Z

@@ Line 58: / Line 58: @@
 #Update the excel template
 #Upload the new Locations
 ====Offline Locations====

@@ Line 3: / Line 3: @@
 ==Overview==
 A single TrackAbout client can have many internal (non-customer) locations. Assets are physically located at an internal location when they are not at a customer.
 ==Location Types==

@@ Line 56: / Line 56: @@
 #Update the excel template
 #Upload the new Locations
 == Location Features ==

@@ Line 7: / Line 7: @@
 TrackAbout currently supports five kinds of locations:
-*Branch - This is an internal location. Typically a branch, store, or warehouse<br>
+*Branch - This is an internal location. Typically a branch, store, or warehouse. Only Internal Branches can be used as "Working From" locations.<br>
 *Reseller - This is an location is like a branch but it is typically not part of your company. This is ususally a place where consignment inventory is kept for another company that resells your products to end users.<br>
 *Supplier - This is an external location. This is typically someone that either supplies or maintains the assets.<br>

@@ Line 61: / Line 61: @@
 === Branch Transfers - Customer Number Used for Deliveries ===
-Locations may have one or more "Customer Numbers Used for Deliveries". These are pseudo-Customer numbers, aliases that allow for Branch_Transfers to occur between locations.
+Locations may have one or more '''Customer Numbers Used for Deliveries'''. These are pseudo-Customer numbers, aliases that allow for Branch_Transfers to occur between locations.
 Branch Transfers are supported for these location types:

@@ Line 32: / Line 32: @@
 ==Managing Locations==
 Locations are managed on the TrackAbout website via the '''[https://www.trackabout.com/clt/setup/bulkLoadLocations.aspx List Locations]''' page.
 This page is divided into tabs separated by the type of Locations (types discussed above).
@@ Line 41: / Line 43: @@
 ====Adding Individual Locations====
 Adding new Locations can be done via the '''List Locations''' page.  Click the '''Add a New Location''' link in the upper right corner of the List Locations page.
@@ Line 50: / Line 56: @@
 #Update the excel template
 #Upload the new Locations
 == Location Features ==

@@ Line 29: / Line 29: @@
 *Moved into a 'Pack' of joined assets<br>
 *Bulk imported from a previous tracking system and not at a customer site at the time of the import<br>
 == Location Features ==

@@ Line 1: / Line 1: @@
 [[Key_Concepts|<< Back to Key Concepts]]
-Locations are areas where assets can be stored. Any storage area that is not at a Customer is considered a Location.<br>
+==Overview==
-<br>
+==Location Types==
+TrackAbout currently supports five kinds of locations:
 *Branch - This is an internal location. Typically a branch, store, or warehouse<br>
@@ Line 22: / Line 12: @@
 *Truck - This is a truck or trailer used to transport assets. Locations of Location Type "Truck" are needed for the [[Truck_Load_Unload_and_Reconciliation|Truck Load/Unload and Reconciliation]] module and they appear in Truck drop downs in various places in the application.<br>
-<br>
+Here are some important things to know about how TrackAbout uses locations:
-'''The Unknown Location'''<br>
+===The Unknown Location===
 There is a special location called the "Unknown Location". Assets are moved here when their location is not known. <br>
@@ Line 35: / Line 30: @@
 *Bulk imported from a previous tracking system and not at a customer site at the time of the import<br>
-<br>
+== Location Features ==
-<br>
+Branch Transfers are supported for these location types:
-<br>
+* Branches

@@ Line 26: / Line 26: @@
 '''The Unknown Location'''<br>
-There is a special location called the "Unknown Location". Assets are moved here when their location is not know. <br>
+There is a special location called the "Unknown Location". Assets are moved here when their location is not known. <br>
 Examples of how an asset will end up in the Unknown Location:<br>