Add, Edit, Delete Locations

Locations in ShareMyToolbox are where tools can be assigned as their physical location. Locations can be a warehouse, a van, a jobsite, and more. This article will walk through how to add, edit, and delete Locations.

 

In this article:

Add Locations

     Adding Locations Manually

     Adding Locations with Import

Edit Locations

Delete Locations

Add Locations

To set up your Locations in ShareMyToolbox, click on Settings and then System Settings on the left menu. Once there, click to "enable locations" and remember to click "Save" at the bottom.

Once locations are enabled then click on the Locations menu in the Web Portal. There are 2 options to adding Location in ShareMyToolbox:

1. One at a time using the + Add Locations button
2. Bulk Import using the spreadsheet template

Adding Locations Manually

• Click the + Add Location button

• The only required field is the Description

• If a physical location with an address, enter the address
• Click the LOOKUP button to automatically pull the latitude and longitude coordinates based on the address entered

• If the Location is a Warehouse, toggle the Warehouse option on. 

See Edit options below for more options available after saving the Location.

Adding Locations with Import

To import many Locations at once, click the Import Locations button in the Locations menu.

• If you don’t have the template already, click to download the file

• Once you fill out the template, return to the Import option
• Click Choose File to upload your bulk Location spreadsheet
• Click IMPORT

Edit Locations

• Click the Edit button on the Location record you wish to edit

• Update any information on the Location record
• Note the following:
• Warehouse Default: Enable this option to designate a default warehouse. If no return location is entered on the item record this will be used. This is only used for locations designated as warehouses. 
• Active: By default, a Location is Active. This allows you to filter Locations on the Location grid based on status.
• Archived: Enable this option to designate a Location as Archived. This allows you to filter Locations based upon this status on the Location grid.
• Click SAVE to save changes, or CANCEL to return without saving

Delete Locations

• Click the Delete icon on the Location record you wish to delete

• Click DELETE to remove the Location or CANCEL to return without deleting