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Locations
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