View and edit a Location

Open a Location's drawer, correct its details and address, add aliases, attach documents and see the lots held there.

Applies to: the Location drawer (tabs Details, Attachments, Trade Items and, for your own company's Locations, Sharing)

Audience: Anyone maintaining Location master data

Prerequisites: an existing Location; permission to edit master data. For a document, have the file ready.

Purpose

See and manage everything about one Location in one place: review and correct its details and address, record other identifiers it is known by (aliases), keep supporting documents with it, and see the lots held there.

Before you begin

Select a Location's name in the Locations list to open its drawer. The drawer has these tabs:

Tab	What it holds
Details	Basic Details, Contact & Address and Location Aliases.
Attachments	Documents for the Location.
Trade Items	Lots held at the Location.
Sharing	Shown only for Locations that belong to your own company. See Share a Location and set its data policy.

Some values cannot be edited when the Location is shared with you or belongs to another Wholechain account (see Rules and restrictions).

Open the Location drawer

Select the Location's name

In the list, select a Location's name. The drawer opens on the Details tab.

Review the Details tab

The Details tab has three parts: Basic Details (Location Name, Location Identifier, Location Group, Location Type, GLN, DUNS and License Number), Contact & Address (Contact Name, Contact Email, Contact Phone and Address) and Location Aliases.

The Details tab holds the Location's identity, contact and address, and its aliases. The gear icon opens the Location's settings.

Use the header icons if you need them

The header shows the Location's name and the icons for settings (gear), maximize and close (x). Select the gear icon to open the Location's data policy (see Share a Location and set its data policy). Select the maximize icon to enlarge the drawer, or the x to close it.

Edit a field

Select the value you want to change

On the Details tab, select the value you want to change, such as GLN. An input box opens with a check mark and an x.

Select a field, such as GLN, to edit it in place.

Type the new value

Type the new value.

Save or cancel

Select the check mark to save, or the x to cancel.

Result. A message Location updated appears and the new value shows in the field.

A Location updated message confirms the change.

Edit the address

Select the Address row

Select the Address row. The Edit Address drawer opens with address fields, Latitude, Longitude and a map. You can type the fields or look up an address with Use Search.

Select the address to open Edit Address. You can type the fields or select Use Search.

Select Use Search

To look up an address instead of typing it, select Use Search.

In search mode, type an address to look it up.

Choose the correct result

Type the address and choose the correct result.

Choose the correct result from the list.

Check the coordinates and save

Check the coordinates and map, then select Save.

The coordinates and map update. Select Save.

Result. A Location updated message appears and the Address row shows the full address with its coordinates.

The address now shows the new coordinates.

If Wholechain cannot find coordinates for the address of a Location added from a spreadsheet, the Location is saved with 0, 0. Use Edit Address and address search to set real coordinates.

Add an alias

An alias is another identifier the same Location is known by.

Open Add Alias

On the Details tab, in Location Aliases, select Add Alias. The drawer opens on the Manual tab.

Select Add Alias in the Location Aliases section to open the alias drawer.

Choose the Identifier Type and type the Alias

Choose an Identifier Type and type the Alias. Both are required. For Locations the types offered are External Identifier, URN and GLN. For example, choose External Identifier and enter DEMO-LOC-010-ALT.

Select Add Alias

Select Add Alias.

Choose an Identifier Type, enter the Alias, then select Add Alias.

Result. A message Alias added appears and the alias is listed in Location Aliases.

The alias appears in the Location Aliases table.

Add aliases in bulk

The alias drawer also has a Bulk Upload tab. The template has two columns, Alias and Alias Type. For Locations, Alias Type accepts External Identifier, GLN or URN. The account-wide alias bulk upload is described in Master Data Settings; in Settings it is called Bulk Upload Location Aliases.

The alias drawer also has a Bulk Upload tab.

If the file has errors, a banner appears with Download issues file.

If the upload has errors, a banner offers a Download issues file button.

Attach a document

Use the Attachments tab to keep supporting documents with the Location.

Open the Attachments tab

Open the Location's drawer and select Attachments.

The Attachments tab holds documents for this Location.

Select Upload

Select Upload. The Upload Document dialog opens. It explains that uploads from Locations are saved as supporting documents.

Select Upload to open the Upload Document dialog, then select Select File.

Choose the file and upload it

Select Select File, choose the file, then select Upload.

After you choose a file, select Upload.

Result. The file appears in the Attachments list with the category Other.

The document appears in the list.

See the lots held at a Location

The Trade Items tab lists lots held at the Location. It has a Search lots box and an Add Event button. To record an event, see the Wholechain Events overview, which lists every event type.

The Trade Items tab shows lots at this Location and lets you add an event.

Expected result

An edited value shows Location updated and the new value appears in the field.
A changed address shows Location updated and the Address row shows the full address with its coordinates.
A new alias shows Alias added and is listed in Location Aliases.
An uploaded document appears in the Attachments list with the category Other.

Troubleshooting

A value will not edit. The Location is shared with you or belongs to another Wholechain account, so it cannot be edited. See Rules and restrictions.
The name reverts after saving. Location Name is required. If you delete it and try to save, an error appears and Wholechain restores the name.
The Address shows 0, 0 as its coordinates. Wholechain could not find coordinates for the address of a Location added from a spreadsheet. Use Edit Address and Use Search to set real coordinates.
A bulk alias upload shows a banner. The file has errors. Select Download issues file to see them.
There is no Sharing tab. The Sharing tab appears only for Locations that belong to your own company.
Messages in the app. For the full list of messages, see Messages.

Field and action reference

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 (see Share a Location and set its data policy)

The drawer header shows the name and the icons for settings (gear), maximize and close (x).

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

Add Alias (Manual) field	Req.	Values
Identifier Type	Yes	External Identifier, URN or GLN
Alias	Yes	The alternative identifier

Choosing Add Alias shows Alias added.

Bulk Upload template column	Values
Alias	The alternative identifier
Alias Type	External Identifier, GLN or URN

If the file has errors, a banner appears with Download issues file.

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)

Watch the walkthrough

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