Location details
Reference for the Location drawer: its tabs, Basic Details and Contact & Address fields, aliases, attachments, sharing, permission levels and data policy.
Select a Location's name to open its drawer. The header shows the name and the icons for settings (gear), maximize and close (x). The gear icon opens the Location's own settings page, which holds the data policy for this one Location (see Data policy below). For the steps to view and edit a Location, see View and edit a Location.
Tabs
| Tab | Shown for | Content |
|---|---|---|
| Details | All Locations | Basic Details, Contact & Address, Location Aliases |
| Attachments | All Locations | Documents for the Location |
| Trade Items | All Locations | Lots held at the Location, with a Search lots box and an Add Event button |
| Sharing | Locations that belong to your own company | Shared Trade Partners table, Manage Sharing button, Owner |
Basic Details
| Field | Req. | Editable | Values |
|---|---|---|---|
| Location Name | Yes | Yes* | Text. If you delete the name and try to save, an error appears and Wholechain restores the name. |
| Location Identifier | No | Yes* | Text. It can be removed and saved empty. |
| Location Group | No | Yes* | A Location Group (choice list) |
| Location Type | No | Yes* | Any Location type (choice list) |
| GLN | No | Yes* | Valid GLN |
| DUNS | No | Yes* | Valid DUNS number |
| License Number | No | Yes* | Text |
* Editable unless the Location is shared with you or belongs to another Wholechain account (see Rules and restrictions).
Contact & Address
| Field | Req. | Editable | Values |
|---|---|---|---|
| Contact Name | No | Yes* | Text |
| Contact Email | No | Yes* | Email address |
| Contact Phone | No | Yes* | Phone number |
| Address | No | Yes* | Full address followed by the coordinates, for example "1111 Broadway, Oakland, California, 94607, United States · 37.8025437, -122.2735452" |
* Editable unless the Location is shared with you or belongs to another Wholechain account, in which case it cannot be edited (see Rules and restrictions).
To change a value, select it. An input box opens with a check mark (save) and an x (cancel). A saved change shows Location updated. Selecting the Address row opens the Edit Address drawer with the address fields, Latitude, Longitude, a map, Use Search and Save.
Location Aliases
| Item | Description |
|---|---|
| Table columns | Identifier Type, Alias |
| Empty state | No aliases |
| Add Alias | Opens the drawer with Manual and Bulk Upload tabs |
The Manual form has the fields Identifier Type and Alias (both required). For Locations, Identifier Type offers External Identifier, URN and GLN. Choosing Add Alias shows Alias added.
The Bulk Upload tab uses a template with two columns:
| Column | Key | Req. | Values |
|---|---|---|---|
| Alias | alias | Yes | The alternative identifier |
| Alias Type | alias_type | Yes | External Identifier, GLN or URN |
If the file has errors, a banner appears with Download issues file. The account-wide alias bulk upload (Bulk Upload Location Aliases in Settings) is described in Master Data Settings.
Attachments tab
The Upload button opens the Upload Document dialog, which explains that uploads from Locations are saved as supporting documents.
| Field | Req. | Values |
|---|---|---|
| Select File | Yes | A file |
Uploaded files appear in the list with the category Other.
Trade Items tab
| Item | Description |
|---|---|
| Search lots | Search box for the lots held at the Location |
| Add Event | Starts an event. See the Wholechain Events overview, which lists every event type. |
Sharing tab
Shown only for Locations that belong to your own company. It lists the Trade Partners the Location is shared with and shows the Owner. Manage Sharing lets you share the Location with Trade Partners, stop sharing it with partners it is already shared with, and change the permission level for each Trade Partner. To share several Locations at once, see the Share Locations drawer in Locations list.
Permission levels
| Level | What the Trade Partner can do with the shared Location |
|---|---|
| Viewer | Use the Location in its traceability events. Cannot edit custom data (KDEs) on the Location. |
| Editor | Use the Location in its traceability events, and edit custom data (KDEs) on the Location. |
A shared Location can be used as a destination on Ship events and as an origin on Receive events.
Data policy
A data policy for one Location is set only on that Location's details drawer: select the gear icon, or choose View Settings from the row's ... menu in the Locations list, to open the Location's settings page and its Data Policy section. Data policies must first be switched on for the whole account by an Admin, in Organization Settings > Account. A policy set in Settings is universal for all Locations, and a policy for a Location Group is managed on the Location Groups sub-tab of Master Data Settings > Location, and also in the group's Data Policy tab (see Location Groups). Values are always entered on the individual Location.
The fields of the Add KDE drawer (KDE Source, Select KDE, Enforcement, Realization, Sharing) and the steps are described in Share a Location and set its data policy. The Data Element Library, KDEs and data policies are described in Data elements and policies, and the switch is in Account settings.