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.

Parent and child locations

There are two main types of locations in Fishbowl Drive:

• Parent locations
• Child locations

This describes the relationship between two locations, such as a warehouse and an aisle within that warehouse. In this situation, the warehouse is a parent location, and the aisle is a child location. However, that aisle can also be a parent in relation to the shelves within it. Those shelves would also be parent locations to the bins within them.

Most of the locations you create in Fishbowl Drive will fall under both of these types at some point.

When you click CREATE NEW in the action bar on the main page of the Locations module, it brings up a page where you can add information about the new location. It requires a Name and Type, which can be:

• Stock
• Shipping
• Receiving
• Locked

After you fill in those fields, you’ll notice that there is a Location Path field. This is where you can indicate if the location you’re creating is a parent or child. If it’s a parent, you won’t enter anything in this field. That is often the case when you create a warehouse or other large location that will contain many child locations within it.

However, if you are creating a receiving bay, QA department, office, or other child location, click the Location Path field and select one of the options in the dropdown menu. Then you can click the Use Parent Address checkbox to automatically fill in the address information in that section.

Once you save a parent or child location, you will be able to find it in the Location Path dropdown menu when you create another child location that you want to add under that existing location.

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 sublocation, the primary location's address can be used (default is False).
  • Location-Type* - The location type (Stock, Shipping, Receiving, Locked).
  • Location-LocationId - A number associated with the location.
  • 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 Drive.