Location
Last updated: 2026-03-29
Overview
The Location module is part of the Inventory system. It allows you to define and manage the physical or logical places where your items, supplies, and products are stored. A location can be as large as a main warehouse, or as specific as a stockroom or supply closet in a clinic.
When Do I Use This?
- When opening a new branch, warehouse, or storage facility.
- When you reorganize your physical storage spaces and need to create new stockrooms or shelving areas in the system.
- When you want to track exactly where specific inventory is kept so staff can find it easily.
How To Use
Creating a New Location
- Navigate to Inventory → Locations from the main menu.
- Click the + New button.
- Enter a short, recognizable Code (e.g., "WH-MAIN").
- Provide a full Name for the location (e.g., "Main Warehouse").
- Type in a Description to help staff understand what goes there or how to access it.
- Optional: Upload a photo of the location.
- Click Save to add the new location to the system.
Field Descriptions
| Field Name | Description |
|---|---|
| Name | The full, clear name of the storage area (e.g., "Central Pharmacy Storage", "Building A Supply Closet"). |
| Code | A short abbreviation used to quickly identify the location on reports and transfer slips (e.g., "CPS", "BLD-A"). |
| Description | Extra details about the location. You can include physical directions, access codes, or note the types of items stored here. |
| Photo | An image of the location. This is incredibly helpful for new employees trying to find a specific storage room or shelf. |
Tip: Establish a standard naming convention for your Codes (like "Site-Department-Room") before you start creating locations. This keeps your inventory reports organized and easy to read!