Locations - Smarter Sales & Inventory Management | Zayls

by Zayls
4 years ago
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Locations

Locations Overview

Use locations to manage your company warehouses and properly allocate your inventories to where it should be.

You can filter records in two ways:

  • Search by Name
  • Using Filters

Search by name

1. Go to Search by name box at the top of the Locations list.

2. In the Search by name box, type the Location name you are searching for. The list will load the moment you stop typing.

Using Filters

1. Click Filters beside the Search by name box.

2. The records can be filtered by the location’s Status (Enabled, Disabled, All).

Export Locations to PDF and Excel

  1. In the Locations Overview, click Export. 
  2. There are two Export options: Export to PDF and Export to Excel. Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 

Create a Location

1. In the Locations Overview, click New Locations.

2. In the New Locations dialog, enter the new location’s Name and Address. You may also select Set as default locations to make the location the default selection in all transactions.

3. Once you are done, click Save to save the new location or Cancel to terminate the form.

4. A successful message will appear at the top-right corner.

Edit a Location

1. Click the Location you want to edit.

2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the location is updated successfully.

 

Enable a Location

1. In the existing Location, click

2. Click Enable.

3. A successful message will appear. The Disabled Status beside the location name will change to Enabled.

Disable a Location

1. In the existing Location, click

2. Click Disable.

3. A successful message will appear. The Enabled Status beside the location name will change to Disabled.

View a Location’s Activity Log

1. In the existing Location, click

2. Click View Activity Log.

3. The system will redirect you to the location’s Activity Log record.

4. The Activity Log will show the admin:

  • The Date & Time the activity occurred
  • The Action (Created, Updated, Deleted, Enabled, Disabled)
  • The User who made the activity

5. To see the updated details, click View Changes. The system will redirect you to a page showing the removed and/or added details of that record.