Browse and manage Locations

Common actions

Purpose

Use the Locations list to see every Location in your network, find the ones you need and act on several of them at once. This article covers reading the table, searching and filtering, choosing columns, the row menu, and the selection bar actions: link to a Location Group, share, download and archive.

Before you begin

• Open Locations under Master Data in the left menu. The page has two tabs, Locations and Location Groups, each with a count. This article covers the Locations tab; groups are in Location Groups.
• To open Settings for Locations, click the gear icon at the top of the Locations page (or open Settings with the gear icon at the bottom of the left-hand navigation bar), then go to Master Data Settings > Location. See Master Data Settings.
• Archived Locations are not listed.

Read the Locations list

The Locations tab has a count beside its name, an information icon beside the page title, a search box (Search locations...), the Location Group and Trade Partner filters, the Add Locations button, the settings gear icon, the table and the page controls. The information icon reads "Manage location details, alias ids, documents, sharing, inventory, and data policy."

The Locations page lists every Location in your network. Locations and Location Groups are separate tabs.

The list shows your own company's Locations and every Location you have added, including Locations that belong to other Trade Partners. Network Status tells them apart: Self for your own company's Locations, External for Locations that belong to other Trade Partners. The count beside Locations matches the footer, for example 1-12 of 12 locations. The default columns have sort arrows beside their headings, and the full column list is in the Field and action reference.

Search and filter

Choose columns

Show the columns you need, in the order you want. The column controls are the same check boxes, arrows or drag handles, and Reset that other Wholechain lists use.

Open Column Display to choose and order the columns you see.

Use the row menu

Click ... at the end of a row. The menu offers View Location, View Settings, and Archive under Manage. Clicking a Location Name or View Location opens the Location drawer; see View and edit a Location. View Settings opens the Location's own settings page.

Each row has a menu with View Location, View Settings and Archive.

Work with several Locations at once

Tick the check box at the start of one or more rows. A bar appears at the bottom showing n selected, with Link, Share, Download and a ... menu. The sections below all start from this bar.

Link Locations to a Location Group

Share several Locations

For what each permission level allows, how to share one Location, and how data policies work, see Share a Location and data policy.

Download master data

To export every Location in the account instead, use the Download option in Settings; see Master Data Settings.

Archive and restore a Location

Archiving removes a Location you no longer use from the active list without deleting it.

Before you begin. A Location with active inventory cannot be archived. For one Location, the Archive item appears greyed out in the row menu. For several, archiving works only when none of the selected Locations has active inventory.

Restoring. Archived Locations are listed in Master Data Settings > Archived, under the Location tab. Select the row, then choose Actions > Manage > Move to Locations to bring it back. See Archived for the steps. Archiving a Trade Partner also archives its Locations; see Archive and restore (Reference Guide) for the full table of what archiving does.

Expected result

The table shows the columns you chose, in your order. Searches and filters narrow the list and the count updates. Linking, sharing and downloading confirm on screen, and archived Locations leave the list.

Troubleshooting

• A Location is not in the list. A search term or filter may still be applied. Clear the search box and the Trade Partner and Location Group filters. Archived Locations are not listed; restore them in Master Data Settings > Archived (see Archived).
• Archive is greyed out or archiving fails. The Location has active inventory and cannot be archived. See Rules and restrictions.
• The Trade Partner list in Share is empty. Only Wholechain-connected Trade Partners can be chosen. The Share button stays greyed out until you choose one.
• The Address column is blank. The Location was added with coordinates only. Edit the address in the Location drawer if you want one to show.
• A column is missing. Some columns are hidden by default. Tick them in Column Display, or click Reset.
• There is no Location Type in the download. The master data download has no location type column. To see types on screen, turn on Location Type in Column Display.
• I cannot find my Trade Partner when I add a Location. The Trade Partner must exist first. See Add Locations.
• A message appears that I do not understand. See Messages, or the FAQ.
• Need more help? Contact support@wholechain.com.

Field and action reference

Table columns

Turn columns on or off and reorder them in Column Display (filter icon at the right end of the table header). Reset restores the default layout. The default columns have sort arrows beside their headings.

Search and filters

Column Display

The filter icon at the right end of the table header opens Column Display: check boxes to show or hide columns, arrows or drag handles to reorder them, and Reset to restore the defaults.

Row and selection actions

Share Locations drawer

Watch the walkthrough