Tools \ Storage Locations \ Sorting Imported Storage Locations
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From the Nav Menu on the left-hand side of the screen, select the Tools icon (it looks like a wrench), then from the menu select Storage Locations. You are now on the Storage Locations screen. From here, you can Add and Edit Storage Locations as well as Create and Print Labels for them.
There are many instances where we will import Storage Locations from another system and give you some relevant information needed to move these into a proper format.
The first indicator that you have storage locations that need to be reorganized would be the ‘Import Locations’ parent location that you see here. FYI, this might be named Imported Locations for some clients.
The blue “+” to the left indicates that there are storage locations below this storage location name. Click the “+” button to see all of them.
It is recommended you have two root level locations. One called Permanent (Lockers) and another called Temporary (Lockers). This will not only help better organize your Storage Locations but will also allow you to apply permissions to these root storage locations and have every child granted permissions based on the parent level access. In this case, we created the following storage locations:
The objective is to move these storage locations into a more proper alignment in the root folder.
So what do the numbers to the left of each storage location name mean? These numbers are here to help you know what the parent/child ID was from the previous system. The first number in the example above is 1028 which indicates the ID of this storage location. The next number in the example above is 1, which indicates the parent ID for that storage location. So, it’s easy to tell all of these storage locations were children of storage location ID 1.
We need to go down the list and find every storage location with a parent ID 1 and move those storage locations to the root directory for this example:
In the example above there are quite a few Storage Locations belonging to Parent ID 1. All of those have been selected with a checkbox to the left.
After selecting all the Storage Locations with ID 1, go to the bottom of the Storage Locations screen and Select Edit Selected Storage Locations. That will bring up the following screen:
Enable the bottom option (click On over on the right) for Move storage location to and select the option ‘Permanent Lockers’ (because we want to move the selected storage locations to this storage location). When you start typing the storage location in the text box, options will automatically appear as in the example above. Next, select Save.
The following message box will appear:
Select Proceed at this disclaimer and all of the selected storage locations will now be moved to the Permanent Locker storage location.
Now that we have moved all the Storage Locations where ID = 1 to the Permanent Lockers, we can focus on the sub-Storage Locations. In this screenshot, we can see that Storage Locations 1039 and 1040 belong to parent storage location 32.
Select both Storage Locations (example above).
Go to the bottom and Edit these storage locations as we performed previously.
Turn on the Move Storage Location to option and then type the ID of “32” since this is the parent ID of these Storage Locations.
(As you start typing “32”, the option for the Storage Location to move to will automatically appear)
Select the correct Storage Locations from the drop down, then Save the selected Storage Locations into the parent Storage Location by selecting Save.
In the screenshot below, notice where the Storage Locations have been moved to 32 29 Row A.
Once you perform this task correctly you will see Storage Location ID’s 1039 and 1040 are now children of Storage Location Row A (ID 32). Repeat all the steps above until every Storage Location is in their proper parent Storage location. When you have completed all Storage Locations within the Import or Imported Storage Locations, contact us and we will remove the ID’s for all your Storage Locations so you only see Storage Location names.