Follow these steps to register a new physical location, building, or operational zone in the system database.
Step 1: Navigate to Facilities
Section titled “Step 1: Navigate to Facilities”From the main sidebar, expand Facilities and Assets and select Facilities. Click the black + Create button located in the top-right corner of the dashboard.
Step 2: Define Facility Parameters
Section titled “Step 2: Define Facility Parameters”Complete the creation form to log the location’s details and establish its operational purpose. (Note: Fields marked with a red asterisk are mandatory).
| Field | Instruction | Required |
|---|---|---|
| Name | Enter a clear, unique identifier for the location (e.g., “Main Warehouse”). | Yes |
| Parent Facility | Establish a spatial hierarchy by selecting a broader location. | No |
| Is a Storage | Check this box to convert the location into an active inventory hub. | No |
| Created Date | Select when the facility was constructed or commissioned. | No |
| Address | Enter the physical street address or geolocation. | No |
| Description | Provide general notes or location access instructions. | No |
info: System Logic Enabling Is a Storage allows the facility to physically store and rotate spare parts, supplies, and assets.
Step 3: Save Facility
Section titled “Step 3: Save Facility”Review the entered parameters. Click the Submit button to permanently register the facility in the system.