Locations: Adding


A location must be created before an item or service job can be assigned to it.

To create a new location:

  1. Click Administrative > Locations > Add Location. The New Location window will appear.

    Fields and options in the New Location window include:

    Name The name of the location.
    Type The type of location:
    • Back Stock
    • Bin
    • On Display
    • Outside Vendor
    • Station
    Inactive Whether the location is active and available for use.
    Location Availability Whether this location is for inventory or envelopes:
    • Inventory Location
    • Envelope Location
    Moving a Job to this location marks it as done. Used for service jobs, this indicates that when you move an envelope here, the job is also marked as done and the current date is applied as the done date.
    Notes Contains notes concerning the location and its use.
  2. Complete the fields in the New Location window as needed.
  3. Select a save option. The location will now appear in the Location drop-down menu.
Updated on Mon, 31 Mar 2025 by Dominick Mastri

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