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It is highly recommended that users review this document before creating new locations: Location Types and Supported Activities. This will get you introduced to the different location types available in OpenBoxes and also the different activities supported by these available locations.

Different Location Types

Locations are one of the most important building blocks of OpenBoxes. They are used to track where stock came from, where it is, and where it went. There are several different types of locations in Openboxes as mentioned below. You can also view this document for a detailed description of the different location types and the activities these locations support.

• Depot: A depot is a location that can manage stock within Openboxes. Any location that you can enter and see the dashboard is a depot. All of the location in the location chooser are depots.

  Vous devez créer un location comme dépôt si, et seulement si, vous avez un utilisateur qui gérera activement l'inventaire dans ce dépôt. Si vous n'avez pas l'intention de gérer l'inventaire de ce location dans OpenBoxes, choisissez l'un des types suivants location .

  

• Supplier: A supplier is a location that exists only to send stock to other locations. Suppliers do not have a dashboard or inventory. You should create a supplier location to reflect every location that is sending stock to your warehouses, but is not a depot.

  Usually, a supplier in OpenBoxes is also a supplier in real life, for example Amazon.com. However, any location that is sending stock but not managing stock in Openboxes can also be a "supplier" in the system.

• Dispensaire/marché/pharmacie : Ces lieux sont essentiellement interchangeables. Ils n'existent que pour recevoir le stock des dépôts. Tout site location auquel vous enverrez du matériel, mais sans recevoir ou gérer activement des stocks sur Openboxes, doit être créé comme une salle, un dispensaire ou une pharmacie.

Afficher et rechercher des lieux

• Pour accéder à la page de la liste location , survolez Configuration et cliquez sur "emplacements".

• Un nouvel écran s'affiche, qui répertorie tous les emplacements du système.

• On the right-hand Filters box, you can search for a location by name, or filter by location type or location group. You can also click the “export locations” button to see the full list of locations in Excel.

• To see more information about a particular location, click on the carrot next to the name and press “Edit location”

  

• Vous accéderez ainsi à une page contenant des informations détaillées sur le site location.

• Each of the tabs on this screen shows a list of objects associated with the location. For example, the Bin Location tab shows all the bin locations created for this location.

Create Locations

• Passez la souris sur Configuration et cliquez sur "emplacements".

• On the new screen that appears, click on “Create location”.

• The "New Location" screen will appear where you can enter location information. There are multiple tabs to enter different types of information about the location. First, let's fill the Location tab.

Location Tab:

• Nom: Inscrivez le nom de la nouvelle location
• Location Number (Optional): Type in a nickname or acronym for this location.
• Organization: Select an existing organization from the dropdown that this location would fall under.
• Location Type: Choose Depot, Supplier, Ward, Dispensary, or Pharmacy.
• Location groupe: Choisissez dans quel groupe location vous voulez qu'il soit classé. En savoir plus sur les groupes location .

• Manager (Optional): Choose an OpenBoxes user to act as manager of the location.

  

• Click Save to create the location. But don’t stop there! You need to fill out the other tabs!

Configuration Tab:

After entering information in the Location tab, switch to the Configuration tab to assign supported activities for the location.

• Active: Automatically checked. Only uncheck this if you want the location to be hidden to users.

  Background color/ Foreground color (Optional): allows you to edit the color that appears on the screen.

  Activités soutenues :

  Based on the Location Type you chose under the Locations tab, OpenBoxes will apply some default settings to the location. If you wish to change the default settings, simply uncheck the "Use Default Settings" box and add/remove supported activities. You may need to updated the activities especially for Depot locations.

  Here are some tips if you wish for specific features for your location:

  1. Turn off bin location tracking: Remove “Pick Stock” and “Putaway Stock” from the supported activities to turn off bin location tracking in this depot
  2. Activez la réception partielle : Ajoutez la réception partielle aux activités prises en charge dans votre dépôt si vous souhaitez pouvoir recevoir une livraison en partie et recevoir le reste plus tard. Par défaut, les envois doivent être reçus en une seule fois.
  3. Désactivez le suivi des stocks : Si vous voulez qu'un location soit reconnu comme un dépôt à des fins de filtrage, mais qu'il n'apparaisse pas comme un location auquel les utilisateurs peuvent se connecter, supprimez "gérer l'inventaire" des activités prises en charge.
  4. Turn on Autosave feature: If you want to use autosave feature for your location, choose "Autosave" from the supported activities dropdown.

Address Tab:

You can add location address if you want. This is optional.

Enter the address for the location in this tab. Administrators can configure purchase order printouts and shipping templates to use this address.

Zone Locations:

This tab is only for use in depots with bin tracking enabled. Use it to add or remove zone locations within your depot. See this document on how to add Zone Locations: Managing Bin and Zone Locations.

Bin Locations:

This tab is only for use in depots with bin tracking enabled. Bins could be storage locations within bigger zone locations. Use it to add or remove bin locations within your depot. See more in Managing Bin and Zone Locations.

Once you have made all of your updates, click Save to register your changes.

Add a Logo:

Après avoir créé votre location, vous pouvez ajouter un logo qui apparaîtra dans le coin supérieur droit de l'écran lorsque vous vous connecterez. Vous avez peut-être remarqué que de nombreuses captures d'écran montrent un logo personnalisé de location comme ci-dessous :

• Vous pouvez télécharger un logo personnalisé sur votre site location en allant sur la page de la liste location . Trouvez le location auquel vous voulez ajouter le logo. Cliquez sur la carotte à côté du nom, et choisissez "télécharger le logo".

• Choose a file from your computer and press upload. The file size must be 40x40 to fit perfectly into a square.

• Lorsque vous vous connecterez à ce site location, vous verrez votre logo dans le coin supérieur gauche.

Edit Location

• À partir de l'écran de la liste location , vous pouvez modifier n'importe quel location en cliquant sur le nom du location, ou en cliquant sur la carotte à côté du nom et en choisissant " modifier "location".

• From here, you will be redirected to the same set of screens as you saw during the location creation process.
• Edit the fields you want to change and press Save.

Supprimer ou désactiver

• Supprimer : Pour supprimer un location, trouvez le location sur la page de liste livraison . Appuyez sur la carotte à côté du nom et choisissez "Supprimer Location."

Please note that if your location has ever been involved in a transaction, it cannot be deleted. This prevents users from accidentally breaking the database by deleting information that is being used in other places in the system. So then what do you do if you can’t delete a location?

• Deactivate a location: Deactivating a location makes it unavailable for users to view or select while they are working on OpenBoxes. The location still exists, and may appear in old data from before it was deactivated, but it can’t be seen or used in transfers moving forward. Deactivate locations can be reactivated at any time.
  • To deactivate a location, go back to the location Details page. Open the Configurations tab.

  • Uncheck the "active" box and press Save.