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Locations

Understanding and managing locations in the Axiom system

Overview

Locations are physical places or storage areas within your organization's infrastructure where inventory items can be stored or managed. They provide a hierarchical and organized way to track where your assets, products, or inventory items are situated.

Key Features

1. Hierarchical Structure

  • Locations can be organized in a parent-child relationship
  • Create a tree-like structure (e.g., Warehouse → Zone → Shelf → Bin)
  • Each location can have multiple sub-locations
  • Track the complete path from top to bottom

2. Address Information

  • Every location is associated with a physical address
  • Includes standard address components like street, city, state/province, postal code
  • Supports geographic coordinates (latitude and longitude)
  • Links to countries and regions

3. Inventory Management

  • Flag to specify if a location can store inventory items
  • Track what inventory is currently stored at each location
  • Prevents deletion of locations that contain inventory items

4. Customizable Properties

  • Add custom properties to locations using the flexible properties field
  • Attach custom forms to collect and store additional information
  • Respond to forms with specific data relevant to the location

5. Barcode Support

  • Generate and manage barcodes for locations
  • Scan locations for quick identification and inventory operations
  • Link multiple barcode formats to the same location if needed

6. Security and Access Control

  • Permissions-based access to locations
  • Different user roles can view, create, update, or delete locations based on permissions
  • Locations are tied to specific clients and stores for multi-tenant security

Common Usage Scenarios

Creating a New Location

  1. Provide a name and description for the location
  2. Specify the physical address
  3. Set whether it can store inventory
  4. Optionally, assign it to a parent location
  5. Add any custom properties or form responses
  6. Generate barcodes if needed

Managing Location Hierarchy

  • Create top-level locations (e.g., warehouses, stores)
  • Add sub-locations underneath (e.g., zones, aisles, shelves)
  • Track the full path from top to bottom
  • View locations as a tree structure with configurable depth

Inventory Operations

  • Assign inventory to locations marked as "can store inventory"
  • Track inventory movements between locations
  • Search for inventory by location
  • Use barcodes for quick location identification during operations

Archiving and Restoration

  • Locations can be soft-deleted (archived) instead of permanently removed
  • Archived locations can be restored if needed
  • View a list of archived locations separately from active ones

Limitations and Rules

  • A location cannot be deleted if it contains inventory items
  • A location cannot be deleted if it has child locations
  • Locations are always associated with a specific store and client
  • A location must have a name and address

Best Practices

  1. Create a logical hierarchy that matches your physical space
  2. Use descriptive names and paths for easy identification
  3. Utilize custom properties and forms for location-specific attributes
  4. Implement barcodes for faster operations
  5. Archive rather than delete locations to maintain historical data
Last updated on Mar 28, 2025 by omelbs