Main focus

Create and maintain locations inside an inventory, then use those locations when you add stock entries, counts, imports, filters, and reports.

Applies to

  • Android
  • iOS
  • Web

What locations control

A location is a storage place such as a warehouse, shelf, vehicle, room, or client site. The location list does not change stock by itself; stock changes when entries, counts, or imports use a location.

Before deleting a location

Edit the name when you only need to rename a location. The default location cannot be deleted. When a non-default location is deleted, entries are moved to the default location where supported; synced inventories may block deletion if transactions already use that location.

Android steps

  1. Open the inventory you want to update.
  2. Open the top-left menu and tap Locations.
  3. Tap + to create one location. Enter Location name, add optional Observations, then tap Add.
  4. To edit a location, open its three-dot menu, tap Edit, update the name or observations, then save.
  5. To set the default, open the three-dot menu and tap Set as default location. New entries use the default when no other location is selected.
  6. To delete a non-default location, open the three-dot menu and tap Delete. Review the warning before confirming.

Assign locations to stock work

  • On Add Transaction, tap Select location before saving an IN or OUT entry.
  • For MOVE entries, choose both the source location and destination location.
  • Products, transactions, counts, filters, and stock-by-location reports use the locations assigned to entries.
  • Creating a location only makes it available. It does not move stock until an entry, count, or import uses it.

Android screens

The Locations screen lists every place available in the selected inventory.
Use Add location for one new place. Name is required; observations are optional.
Open the row menu to edit, set the default location, or delete a non-default location.
Assign a location when you add an IN, OUT, or MOVE transaction.

Web steps

  1. Sign in to the Web app and open the inventory.
  2. Open Fields > Locations.
  3. Click Add location, enter the location name, then click Save.
  4. Use the row options menu to Edit, Set default location, or Delete a location.
  5. Open More > Import when you need to add many locations from Excel or CSV.
  6. When adding a Web transaction, choose the location in the transaction form before saving.

Web availability

Locations are available in the signed-in Web app. The public unauthenticated demo may show only Products and Transactions until you authenticate.

Import locations vs Manage locations

  • Manage locations is for one-off maintenance: create, rename, set default, or delete locations.
  • Import locations is for adding many location names from Excel or CSV.
  • Importing locations prepares the location list. It does not assign stock quantities by itself.
  • If a product or transaction import includes location values, those imports can match or create locations according to that importer.

For the spreadsheet workflow, see Import locations.