WARNING: The TrackAbout MetaWiki has been deprecated and is no longer being updated.
Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.
Difference between revisions of "Locations"
Jump to navigation
Jump to search
m (Sp) |
m |
||
| Line 1: | Line 1: | ||
[[Key_Concepts|<< Back to Key Concepts]] | [[Key_Concepts|<< Back to Key Concepts]] | ||
| − | + | ==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== | |
| − | + | 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<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> | *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: |
| + | * Certain actions automatically force assets to be returned to an internal location. | ||
| + | * Every Asset is either at a Customer or in a Location. <br> | ||
| + | * An asset can only be in one and only one location at a time. <br> | ||
| + | * An asset cannot be at both a customer and a location at the same time. <br> | ||
| + | |||
| − | + | ===The Unknown Location=== | |
There is a special location called the "Unknown Location". Assets are moved here when their location is not known. <br> | 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> | *Bulk imported from a previous tracking system and not at a customer site at the time of the import<br> | ||
| − | + | == Location Features == | |
| + | |||
| + | === 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. | ||
| − | + | Branch Transfers are supported for these location types: | |
| − | + | * Branches | |
| + | * Suppliers | ||
Revision as of 16:53, 23 May 2016
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
TrackAbout currently supports five kinds of locations:
- Branch - This is an internal location. Typically a branch, store, or warehouse
- 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.
- Supplier - This is an external location. This is typically someone that either supplies or maintains the assets.
- 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 module and they appear in Truck drop downs in various places in the application.
Here are some important things to know about how TrackAbout uses locations:
- Certain actions automatically force assets to be returned to an internal location.
- Every Asset is either at a Customer or in a Location.
- An asset can only be in one and only one location at a time.
- An asset cannot be at both a customer and a location at the same time.
The Unknown Location
There is a special location called the "Unknown Location". Assets are moved here when their location is not known.
Examples of how an asset will end up in the Unknown Location:
- Marked lost - Typically after a customer audit or after removing stale inventory from a location
- Created by a TrackAbout record that did not set the initial location of the asset
- Moved into a 'Pack' of joined assets
- Bulk imported from a previous tracking system and not at a customer site at the time of the import
Location Features
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.
Branch Transfers are supported for these location types:
- Branches
- Suppliers