Locations: Difference between revisions
From Fishbowl Drive
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====Import locations==== | ====Import locations==== | ||
{{Import|Locations}} | {{Import|Locations}} | ||
** '''Location-Name*''' - The name of the location | ** '''Location-Name*''' - The name of the location. | ||
** '''Location-Description''' - A short description 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-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-AddressName''' - The name of the location address. | ||
** '''Location-UseParentAddress''' - If the location is a | ** '''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-Type*''' - The location type (Stock, Shipping, Receiving, Locked). | ||
** '''Location-LocationId''' | ** '''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-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-Name''' - A name for the address. | ||
** '''Address-Street''' - The street information of the address | ** '''Address-Street''' - The street information of the address. | ||
** '''Address-City''' - City of the address | ** '''Address-City''' - City of the address. | ||
** '''Address-State''' - State abbreviation for the address | ** '''Address-State''' - State abbreviation for the address. | ||
** '''Address-PostalCode''' - Postal code 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-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-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 | ** '''Address-Verified''' - If the address has been verified. This should be marked as False when importing new address data into Fishbowl Drive. | ||
{{Wistia|ea8buzomlr|Add a Location}} | {{Wistia|ea8buzomlr|Add a Location}} | ||
{{Wistia|dkymas6crl|Customize Locations}} | {{Wistia|dkymas6crl|Customize Locations}} | ||
Revision as of 10:43, 6 April 2023
- 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 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.