Locations¶
The location creation form is used to assign an inventory object to a customer location. Relevant information such as customer reference, time period, responsible persons as well as optional address and shipping data are recorded.
Form Fields¶
| No. | Field | Description | Required |
|---|---|---|---|
| ① | Inventory | Selection of the device by ID, serial number or model designation | Yes |
| ② | Customer | Selection of the associated customer | Yes |
| ③ | Rental Start-date | Date from which the object is assigned to the location (ISO format) | Yes |
| ④ | Rental End-date | Date on which the location assignment ends (ISO format) | Yes |
| ⑤ | Status | State of the assignment (e.g., reservation, active, ended) | Yes |
| ⑥ | Alternate Customer Address | Optional selection of a customer address different from the main address | No |
| ⑦ | Location Name/Company, Editor | Automatically set or selectable location manager | No |
| ⑧ | Shipment Tracking Link | Input field for a tracking link to follow the delivery | No |
| ⑨ | Delivery Customer | Selection field for assigning a different recipient | No |
| ⑩ | Alternate Delivery Customer Address | Optional address field for specifying a delivery address | No |
Required Fields¶
The following fields must be filled in to save the entry:
- Inventory -- Central selection of an object by ID, serial number or model
- Customer -- Selection of a system-wide registered customer
- Rental Start-date and End-date -- Define the time period of the location assignment (ISO format
YYYY-MM-DD) - Status -- Indicates the state of the location relationship, relevant for downstream processes
Typical Workflows¶
New rental assignment: A device is assigned to a customer location for the first time, e.g., for a loan, a project or a test setup.
Reservation before shipment: The "Reservation" status allows a pre-booking without an immediate deployment.
Specifying shipping details: The "Shipment Tracking" and "Alternate Delivery Address" fields are used to add logistical information.
Managing alternate addresses: Customer and delivery addresses that differ from the system suggestion can be selected, e.g., for external warehouses or construction sites.
Tip
The status can be automatically changed by follow-up processes (e.g., shipment confirmation). The address selection fields access the central address module -- changes there take effect system-wide.