Locations

Customize Locations

• The Locations module allows locations to be created and modified.
• To create a new location, click the New button. Each existing location is displayed in the search area on the left.
• To import or export locations, click the More button near the top-right corner of the module.
• To organize the picking order of locations, click the ORDER PICK button.

Import locations

• To import locations from a spreadsheet or CSV file, click the More button at the top of the item list and choose Import Locations.
• To create a template file with the correct column headers, click Export Locations.
• The suggested order of CSV imports for new databases can be found here.
• For a step-by-step tutorial on working with CSV files, check out the CSV video here.
• Below is a list of the CSV columns. All column headers are required. Columns with an asterisk must contain data.
  • Location-Name* - The name of the location
  • Location-Description - A short description of the location
  • Location-ParentLocationName - If this address is a primary warehouse this field can be left blank. If it is a location within another warehouse it needs to be populated with the location name and sub location names separated by using a bar | symbol
  • Location-AddressName - The name of the location address
  • Location-UseParentAddress - If the location is a sub location, the primary location's address can be used (default is False)
  • Location-Type* - The location type (Stock, Shipping, Receiving, Locked)
  • Location-LocationId
  • Address-Attention - Address attention field. If any of the address fields are filled out then they are all required.
  • Address-Name - A name for the address
  • Address-Street - The street information of the address
  • Address-City - City of the address
  • Address-State - State abbreviation for the address
  • Address-PostalCode - Postal code for the address
  • Address-Country* - Country for the address. For the United States, use the abbreviation US
  • Address-Residential - True/False if this is a residential address (default is False)
  • Address-Verified - If the address has been verified. This should be marked as False when importing new address data into Fishbowl Online