Location Types

Learn how to create and configure customizable templates that define the structure, properties, and information required for different categories of locations.

Overview​

Location Types (also known as Location Forms) provide templates that help standardize how you classify, organize, and describe different physical spaces in your organization. They ensure:

• Consistent information collection for similar locations
• Efficient location categorization and organization
• Streamlined process for adding new locations
• Improved data quality for reporting
• Enhanced location filtering and searching

Key Features​

• Customizable Templates: Define specific information requirements for each location category
• Field Configuration: Choose from multiple field types with validation rules
• Required Fields: Specify which information must be provided
• Flexible Forms: Add custom fields based on operational needs
• Standardization: Maintain consistency across similar locations

Field Types Available​

Basic Types​

• Text: For general text input
• Number: For numerical values
• Date: For date values
• Checkbox: For yes/no options

Advanced Types​

• Select/Multi-Select: For choosing from predefined options
• URL: For web addresses
• Phone/Email: For contact information
• Rating/Scale: For evaluations and measurements
• Files: For document attachments
• Signature: For approvals

Creating a Location Type​

1. Access location types:

   • Click "Inventory" on the landing page
   
   • Select "Locations"
   
   • Click "Location Types"
   

2. Create new type:

   • Click "+ New Type"
   
   • Enter type name and click "Continue"
   

3. Configure attributes:

   • Select input block from sidebar
   
   • Configure input settings
   

4. Set field properties:

   Available Settings​

   Setting	Description
   Required	Field must be filled in - indicated by red asterisk
   Hidden	Field is not visible but can store data
   Disabled	Field is visible but cannot be edited
   None	Standard field with optional input

   Field Configuration Options​

   Option	Description
   Min/Max	Set limits for numerical values
   Validation	Define rules for input format
   Default	Set default value when creating locations
   Order	Control field sequence on the form
   Help Text	Provide guidance for field completion

   

5. Configure field options:

   • Enter attribute options
   
   
   • Or add placeholder text
   

   Example Views​

   • Selected option view:
   
   • Placeholder view:
   

6. Add field help:

   • Enter help text for additional context
   
   • Preview help text display
   

7. Complete the setup:

   • Click "Add Block" for more attributes
   
   • Click "Save" to finish
     

Example Templates​

Warehouse Template​

• Basic Fields:
  • Name (Text, Required)
  • Description (Text)
  • Address (Text, Required)
• Custom Fields:
  • Storage Capacity (Number)
  • Temperature Controlled (Checkbox)
  • Storage Type (Select: Rack, Floor, Special)
  • Loading Docks (Number)
  • Operating Hours (Text)
  • Equipment List (Multi-Select)

Retail Store Template​

• Basic Fields:
  • Name (Text, Required)
  • Description (Text)
  • Address (Text, Required)
• Custom Fields:
  • Floor Area (Number)
  • Store Manager (Text)
  • Opening Hours (Text)
  • Back Office Storage (Checkbox)
  • POS Terminals (Number)
  • Floor Plan (File)

Production Facility Template​

• Basic Fields:
  • Name (Text, Required)
  • Description (Text)
  • Address (Text, Required)
• Custom Fields:
  • Production Capacity (Number)
  • Safety Requirements (Text)
  • Equipment List (Text)
  • Certifications (Multi-Select)
  • Maintenance Schedule (Date)
  • Hazardous Materials (Checkbox)

Best Practices​

Template Design​

• Create separate types for fundamentally different spaces
• Include fields that support operational processes
• Use similar fields across types where appropriate
• Keep forms focused on relevant information
• Plan your location hierarchy before implementation

Field Configuration​

• Use clear, descriptive field names
• Provide helpful placeholder text
• Add context with field help text
• Set appropriate validation rules
• Order fields logically

Template Management​

• Test templates before publishing
• Review and update templates periodically
• Archive obsolete templates instead of deleting
• Document template purposes and usage
• Train users on proper template use