9.1 Adding a location

To add a location to the MyID system:

  1. Select the Locations category.

    You must have the appropriate permissions to access this category. See section 8.1, Setting up inventory roles.

  2. Click Add.

    The Add Location screen appears.

  3. Complete the following details:

    • Name – type the name of the location. This is the only mandatory field.

    • Kind – select the kind of location from the drop-down list. You can control the available options in the Kind drop-down list using the List Editor; see section 8.2, Editing inventory lists.

    • Description – type the description for the location.

    • Enabled – select Yes to enable the location, or No to disable the location.

      Note: This option is used for reporting purposes only. It does not affect whether you can use the location for stock transfers.

    • Address details – provide the address of the location.

    • Contact details – provide the name, phone number, and email address of the contact point for the location.

    You can also add any Notes in the box.

  4. Click Save.