📍 Location Management

The Location Management page is where you build and manage the inventory map in the store: names of areas/shelves/rooms, "completed" status, and cleaning of empty locations. Good locations = organized counting, accurate summary files and fewer field errors.

🏁 How to Access

• On phone: ☰ at the top right → Locations.
• On computer: Hover over the menu on the left → Locations.

🧭 What the Page Does

• Displays all locations for the selected store (a store selector is at the top of the page).
• Allows adding, editing, merging/cleaning and deleting locations.
• Marks locations as completed for progress tracking.
• Provides work summaries per location (how many scans and items were counted, who counted).

💡 Brief definition: "Location" = a physical place where items are stored (warehouse, cold room, Aisle A, Shelf 3, returns cart, etc.). Each location belongs to one store.

✨ Top Area – Main Actions (Action Bar)

• Select Store – determines which store you are working on. Every action here applies to locations in that store only.

• ➕ Add New Location (green) – create a single location: location name (required).

• 📦 Add Location Group – add multiple locations at once (e.g. "A1…A10", "Shelf-1, Shelf-2, …"). Saves time during setup.

• 🗑️ Delete All Locations With No Counts – automatic cleanup of completely empty locations (where nothing was counted). Useful after loading a large location list/pilot.

  This does not delete a location that has even one scan – so you won't lose history by accident.

🔎 Control Bar: Search, Sort and Filter

• Search – free text on the location name (and internal identifier if it exists).
• Sort by – e.g. location name, number of scans in location, number of items counted, completed status.
• Order – ascending/descending.
• Show Results – refreshes the table based on the selections.

💡 Management Tip: Sort by scan count in descending order → quickly identify "hot" locations; sort by completed status → see what still needs to be finished.

🗂️ The Table – What You See in Each Row

Common columns:

• Location Completed – display of whether the location was marked as done (mark/unmark through actions).
• Location Name – the name as it will appear in the app to counters.
• Number of Scans in Location – how many scan events occurred there.
• Number of Items Counted in Location – how many unique items appeared there.
• Who Counted in This Location – users who performed scans in the location.

Next to each row: Show Actions (green button) – quick management menu for that location.

⚙️ Show Actions Menu – What's In There

Clicking the green Show Actions button in a location row opens a targeted actions menu for that location:

1. ⬇️ Export Count Summary Data from This Location

   • What it does: Exports a summary file (consolidated) of everything counted in that location only – excellent for spot-checks/targeted adjustments.
   • When to use: When you need to pass to warehouse/ERP only the movements from this location, or check anomalies in a specific area.

2. 🗑️ Delete Location and All Counts Made in It

   • What it does: Deletes the location itself together with all its associated scan history.
   • Warning: Destructive action. Recommended to perform a backup export first.
   • When to use: Only when the location was created by mistake/duplicate and the scans associated with it are erroneous and unneeded. If you want to keep history – it's better to merge/transfer (see item 3).

3. ✏️ Rename Location or Merge Locations

   • What it does:
     • Rename – updates the location name without affecting data.
     • Merge with another location – transfers all scans from the current location to the target you choose, preventing name duplicates.
   • When to use: When there's a spelling error, structural change, or duplicates ("A-01" and "A01").
   • Advantage: Scan history is preserved and centralized in one place.

4. ✅ Mark Location as Completed (or remove mark)

   • What it does: Marks/removes a management flag "completed".
   • When to use: For real-time progress management. Does not block scans; this is an operational flag for display and reports.

👥 "Add Location Group" Window → Advanced Location Sequence Creation

When clicking Add Location Group, a wizard opens for creating a large series of locations at once. This saves manual typing and ensures consistent names. The fields:

• Start from Number Which number to start the series from. Example: 1.
• Zero Padding Length How many digits to show per location, with leading zeros. Example: 3 will create 001, 002, …. 💡 Why does this matter? So that alphabetical sorting aligns with numerical sorting (001 before 010).
• Create Locations Up to Number The last number in the sequence. Example: 50 will create 1–50.
• Location Prefix (optional) Text that will appear before the number. Example: A- → results in A-001, A-002….
• Location Suffix (optional) Text that will appear after the number. Example: -Shelf → 001-Shelf.

On the left a live preview of the list to be created is shown, to verify the pattern is accurate before saving.

How It Works in Practice

• Click Save Changes → the system creates all locations in the defined pattern.
• If locations with the same names already exist – the system won't create duplicates; existing ones stay, and new ones are added where missing.
• You can run the wizard multiple times (e.g. "A-001…A-050", then "B-001…B-050").

Usage Examples

• Store floor: Prefix: H-, Length: 2, 1–30 → H-01…H-30.
• Warehouse by aisles: A-001…A-150, B-001…B-150 – to create 300 locations in two short runs.
• Special series: Add a suffix to differentiate areas ("-dry", "-refrigerated").

When You Don't Need the Advanced Sequence

• When it's just 2–3 individual locations – it's better to use Add New Location a few times and skip the configuration.

🧭 "Completed" Status – Why Mark It?

Marking "completed" does not lock the location and does not prevent future scans; it is only a management flag that helps:

• See progress in real time.
• Direct teams where to go next.
• Filter in export/reports (e.g. export only completed locations).

💡 Working rule: Finishing an area? Mark "completed". If an additional task opens up – remove the mark or create a new dedicated location.

🧪 Live Examples

1. Name errors/duplicates "Shelf A-1" and "Shelf A1" were uploaded. Merge to "Shelf A1" via Show Actions → Merge with another location. Scan count and items merge – no data loss.

2. Cleaning list after pilot You created many locations for testing; some were unused. Click Delete All Locations With No Counts – the table clears up, only relevant ones remain.

3. Daily progress tracking At the start of the day, all locations are unmarked. At the end of each area the team finishes – mark "completed". At a glance, see what remains.

✅ When to Use Which Action

• Add locations – before starting a count or when discovering a physical area that doesn't exist yet.
• Location group – quick setup of an entire area (shelves 1–30).
• Merge/transfer – when there are duplicates, name changes, or reorganization.
• Clean empty locations – after mass loading/pilot.
• Mark "completed" – for progress management and real-time control.

⚠️ Mistakes to Avoid

• Deleting a location with history – you'll lose the trail. Better to merge/transfer.
• Inconsistent names – reports will become messy. Set a standard and stick to it.
• Leaving "zombie" locations – clean up unused locations so the team doesn't accidentally select them.

Summary

The "Location Management" page is the central tool for warehouse inventory management, allowing the main user to have complete and precise control over inventory locations in the business.

✔ Tracking locations and the counts performed in them ✔ Filtering and sorting locations by various parameters ✔ Performing edit, delete, and data export actions ✔ Managing locations professionally and precisely

Using the advanced tools the page offers, you can significantly streamline the inventory management process, maintain maximum order and accuracy, and prevent errors that could impact business inventory management.