How do I create new locations?

You can add one or more new locations by navigating to Admin > Locations. There, you will find three options: New Location, Import Locations, and Quick Add. 

If you type a location name in the text field and click Quick Add, it is added without any additional details. By default, this location will be enabled and is available for both assets and inventory items. To add a description later, click on the location and add text in the Description field.

If you click on New Locations, you can enter the name and a description. You can also choose for which items this location is available: assets, inventory, or both.

If you click on Import Locations you can import a list of locations from a .csv or .txt file. 

  1. Prepare the data file. The file — usually Excel — must contain a list of locations in a column, and can also contain a second column with a description. Be sure to save the file and close it before beginning the import process.
    Tip: name your locations with leading zeros so that Tracmor’s numeric sort keeps things in order. For instance, specify 1 as 01 or 001. (You may need to format Excel to accept leading zeros.) 
  2. Click Import Locations. Note: The default settings are correct for Excel files: Comma separated is selected and the text delimiter is “None”.
  3. Click Choose File and navigate to the file containing the new data. Once selected, the file name will appear to the right of Choose File.
  4. Click the Header Row box only if the column(s) in your file contains a header. Ideally, your header should match the Tracmor field - this verifies a one-to-one correspondence.
  5. Under Import action, select Create Records, then click Next.
  6. Check for correspondence of fields in “Step 2: Map fields and Import”. For the first column “Tracmor Field”: only two fields are available: location name and location description. The “Header Row” column displays your header if you checked the header box. The “Default Value” column is your opportunity to map a field if all the values are the same. For instance, if the description for every locations you are importing is “air conditioned”, select “Location description” from the Tracmor Field dropdown menu and type “air conditioned” in the Default Value field. Note: the “Row 1” column displays the value that is being imported from your file.
  7. Click Import Now.
  8. Check the import results. Note: A report of any records not imported is available if you click the link.
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk