Gestionar ubicaciones

It is highly recommended that users review this document before creating new locations: Location Types and Supported Activities. This will get you introduced to the different location types available in OpenBoxes and also the different activities supported by these available locations.

Different Location Types

Locations are one of the most important building blocks of OpenBoxes. They are used to track where stock came from, where it is, and where it went. There are several different types of locations in Openboxes as mentioned below. You can also view this document for a detailed description of the different location types and the activities these locations support.

• Depot: A depot is a location that can manage stock within Openboxes. Any location that you can enter and see the dashboard is a depot. All of the location in the location chooser are depots.

  Debe crear una ubicación como depósito si, y sólo si, tiene un usuario que va a gestionar activamente el inventario en ese depósito. Si no va a gestionar el inventario en esa ubicación en OpenBoxes, elija uno de los siguientes tipos de ubicación.

  

• Supplier: A supplier is a location that exists only to send stock to other locations. Suppliers do not have a dashboard or inventory. You should create a supplier location to reflect every location that is sending stock to your warehouses, but is not a depot.

  Usually, a supplier in OpenBoxes is also a supplier in real life, for example Amazon.com. However, any location that is sending stock but not managing stock in Openboxes can also be a "supplier" in the system.

• Dispensario/Pabellón/Farmacia: Estos lugares son esencialmente intercambiables. Todas existen sólo para recibir existencias de los Depósitos. Cualquier ubicación a la que se envíe stock, pero que no reciba o gestione activamente el inventario en Openboxes, debe crearse como sala, dispensario o farmacia.

Ver y buscar ubicaciones

• Para acceder a la página de la lista de ubicaciones, pase el ratón por encima de Configuración y haga clic en "ubicaciones".

• Aparecerá una nueva pantalla que enumera todas las ubicaciones del sistema.

• On the right-hand Filters box, you can search for a location by name, or filter by location type or location group. You can also click the “export locations” button to see the full list of locations in Excel.

• To see more information about a particular location, click on the carrot next to the name and press “Edit location”

  

• Esto le llevará a una página con detalles sobre la ubicación.

• Each of the tabs on this screen shows a list of objects associated with the location. For example, the Bin Location tab shows all the bin locations created for this location.

Create Locations

• Pase el ratón por encima de Configuración y haga clic en "ubicaciones".

• On the new screen that appears, click on “Create location”.

• The "New Location" screen will appear where you can enter location information. There are multiple tabs to enter different types of information about the location. First, let's fill the Location tab.

Location Tab:

• Nombre: Escriba el nombre de la nueva ubicación
• Location Number (Optional): Type in a nickname or acronym for this location.
• Organization: Select an existing organization from the dropdown that this location would fall under.
• Location Type: Choose Depot, Supplier, Ward, Dispensary, or Pharmacy.
• Grupo de localización: Elige a qué grupo de localización quieres que pertenezca. Más información sobre los grupos de ubicación.

• Manager (Optional): Choose an OpenBoxes user to act as manager of the location.

  

• Click Save to create the location. But don’t stop there! You need to fill out the other tabs!

Configuration Tab:

After entering information in the Location tab, switch to the Configuration tab to assign supported activities for the location.

• Active: Automatically checked. Only uncheck this if you want the location to be hidden to users.

  Background color/ Foreground color (Optional): allows you to edit the color that appears on the screen.

  Actividades subvencionadas:

  Based on the Location Type you chose under the Locations tab, OpenBoxes will apply some default settings to the location. If you wish to change the default settings, simply uncheck the "Use Default Settings" box and add/remove supported activities. You may need to updated the activities especially for Depot locations.

  Here are some tips if you wish for specific features for your location:

  1. Turn off bin location tracking: Remove “Pick Stock” and “Putaway Stock” from the supported activities to turn off bin location tracking in this depot
  2. Active la recepción parcial: Añada la recepción parcial a las actividades admitidas en su depósito si desea poder recibir un envío en parte y recibir el resto más tarde. Por defecto, los envíos deben recibirse todos a la vez.
  3. Desactive el seguimiento del inventario: Si desea que una ubicación sea reconocida como un depósito a efectos de filtrado, pero que no aparezca como una ubicación en la que los usuarios puedan iniciar sesión, elimine "gestionar el inventario" de las actividades admitidas.
  4. Turn on Autosave feature: If you want to use autosave feature for your location, choose "Autosave" from the supported activities dropdown.

Address Tab:

You can add location address if you want. This is optional.

Enter the address for the location in this tab. Administrators can configure purchase order printouts and shipping templates to use this address.

Zone Locations:

This tab is only for use in depots with bin tracking enabled. Use it to add or remove zone locations within your depot. See this document on how to add Zone Locations: Managing Bin and Zone Locations.

Bin Locations:

This tab is only for use in depots with bin tracking enabled. Bins could be storage locations within bigger zone locations. Use it to add or remove bin locations within your depot. See more in Managing Bin and Zone Locations.

Once you have made all of your updates, click Save to register your changes.

Add a Logo:

Después de haber creado su ubicación, puede añadir un logotipo que se mostrará en la esquina superior derecha de la pantalla cuando se conecte. Habrás observado que muchas de las capturas de pantalla muestran un logotipo de ubicación personalizado como el que aparece a continuación:

• Puede cargar un logotipo personalizado a su ubicación yendo a la página de la lista de ubicaciones. Busca la ubicación a la que quieres añadir el logotipo. Haz clic en la zanahoria neta al nombre, y elige "subir logo".

• Choose a file from your computer and press upload. The file size must be 40x40 to fit perfectly into a square.

• Cuando se conecte a esa ubicación, verá su logotipo en la esquina superior izquierda.

Edit Location

• En la pantalla de la lista de ubicaciones, puede editar cualquier ubicación haciendo clic en el nombre de la misma, o haciendo clic en la zanahoria junto al nombre y eligiendo "editar "ubicación"

• From here, you will be redirected to the same set of screens as you saw during the location creation process.
• Edit the fields you want to change and press Save.

Eliminar o desactivar

• Borrar: Para eliminar una ubicación, busque la ubicación en la página de la lista de envíos. Pulse la zanahoria junto al nombre y elija "Eliminar ubicación".

Please note that if your location has ever been involved in a transaction, it cannot be deleted. This prevents users from accidentally breaking the database by deleting information that is being used in other places in the system. So then what do you do if you can’t delete a location?

• Deactivate a location: Deactivating a location makes it unavailable for users to view or select while they are working on OpenBoxes. The location still exists, and may appear in old data from before it was deactivated, but it can’t be seen or used in transfers moving forward. Deactivate locations can be reactivated at any time.
  • To deactivate a location, go back to the location Details page. Open the Configurations tab.

  • Uncheck the "active" box and press Save.