User Manual: Locations: Add a Location to an Object

Locations are added to Objects through the Location, Movement, and Inventory Procedure. Locations can be added to one Object at a time, or the same Location can be assigned to multiple Objects.

To add a Location/Movement/Inventory record to an Object, navigate to the desired Object record or create a new Objectrecord If you created a new Object, fill in all required fields and click Save Click on the +Related tab and select Location/Movement/Inventory from the dropdown
In the Location/Movement/Inventory tab, click on +Create New
Enter at least a Reference Number, Current Location, and Location Date, along with any other fields required by your organization The Current Location field pulls from your Storage Location Authority Save the record
Return to the Primary Tab Refresh the Record The Current Location you entered will appear in the Computed Current Location field
To update the Current Location of an Object, repeat this process, adding a new Location/Movement/Inventory record rather than editing an existing one - this allows you to see an Object's Location History over time
To update the Location for a group of Objects: Go to Create New Create a new Location, Movement and Inventory Record Enter at least a Reference Number, Current Location, and Location Date, along with any other fields required by your organization Click on the Add button next to Related Objects in the right sidebar Enter the Identification Numbers for the Objects you wish to attach to this Location, Movement, and Inventory record Once all Object records are added, we recommend Saving the Location/Movement/Inventory record again, this time choosing Save and Lock from the confirmation pop-up to reduce the likelihood of someone inadvertently changing the location for all Objects

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User Manual: Locations: Add a Location to an Object

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