How to Add a Site

A site is part of a division and represents the place where inventory is stored. Each site, in turn, contains individual locations. The site follows the options set at the division level for inventory and orders.

Important: You must have edit access rights to the Companies_Divisions_Sites feature in order to add or edit a site. If the division only allows one site, you will not be able to add multiple sites to this company.

Adding a Site

A site is added to a division. A location is added to a site.

  1. To add a site to a division, select the division in the tree-view list to which you are adding the site.
  1. The Add Site button along the top of the tree-view list activates.

  1. Select the Add Site button. The Add Site form appears; the Site Info tab is to the front. (The site is added from this form.)

Add Site form - Site Info tab

  1. Site Info tab: Enter the Site Info information in this tab; see "Site Info" for more information. Please note that a site name is required.

  1. Address tab: Assign an address to this site (optional) at the Address tab; see "Site Address" for more information.

Add Site form - Address tab

  1. Contact Info: Next, enter the contact information for the site (optional); see "Site Contact Info" for more information.

  1. Next, select the inventory options for this site at the Options tab. Click the Options tab to bring this portion of the form to the front.

Add Site form - Options tab

  1. Options tab: set site options at this tab; see "Site Options" for more information.
  2. Click the Save icon along the bottom of the form to save this site to the division. (A site name is required to save the site.)

Save icon

  1. The Add Site form closes and you are returned to the Company-Divisions-Sites tree-view list. The new site is shown in the list, underneath its division.

  1. If you added this site as part of the initial setup, you are now ready to add this division-site to users of the system and then set the division-site as the user default division-site, which will then grant the user access to the division-site; see "Assigning a Division and Sites to a User".
  2. The next step in system setup is adding a location to the site.

Adding a Location

Locations are added to a site. For more information about adding a location, see "Adding a Location".