Jere kote

It is highly recommended that users review this document before creating new locations: Location Types and Supported Activities. This will get you introduced to the different location types available in OpenBoxes and also the different activities supported by these available locations.

Different Location Types

Locations are one of the most important building blocks of OpenBoxes. They are used to track where stock came from, where it is, and where it went. There are several different types of locations in Openboxes as mentioned below. You can also view this document for a detailed description of the different location types and the activities these locations support.

• Depot: A depot is a location that can manage stock within Openboxes. Any location that you can enter and see the dashboard is a depot. All of the location in the location chooser are depots.

  Ou ta dwe kreye yon kote kòm yon depo si, epi sèlman si, ou gen yon itilizatè ki pral aktivman jere envantè a nan depo sa a. Si ou pa pral jere envantè nan kote sa a nan OpenBoxes, chwazi youn nan kalite kote sa yo.

  

• Supplier: A supplier is a location that exists only to send stock to other locations. Suppliers do not have a dashboard or inventory. You should create a supplier location to reflect every location that is sending stock to your warehouses, but is not a depot.

  Usually, a supplier in OpenBoxes is also a supplier in real life, for example Amazon.com. However, any location that is sending stock but not managing stock in Openboxes can also be a "supplier" in the system.

• Dispansè/Ward/Famasi: Kote sa yo esansyèlman entèchanjab. Tout egziste sèlman pou resevwa stock nan Depo. Nenpòt kote kote ou pral voye stock, men se pa aktivman ap resevwa oswa jere envantè nan Openboxes, yo ta dwe kreye kòm yon pawas, dispansè, oswa famasi

Gade ak kote rechèch

• Pou jwenn aksè nan paj la kote, hover sou Konfigirasyon epi klike sou "kote".

• Yon nouvo ekran ap parèt ki bay lis tout kote yo nan sistèm lan.

• On the right-hand Filters box, you can search for a location by name, or filter by location type or location group. You can also click the “export locations” button to see the full list of locations in Excel.

• To see more information about a particular location, click on the carrot next to the name and press “Edit location”

  

• Sa a pral mennen ou nan yon paj ak detay sou kote a.

• Each of the tabs on this screen shows a list of objects associated with the location. For example, the Bin Location tab shows all the bin locations created for this location.

Create Locations

• Hover sou Konfigirasyon epi klike sou "kote".

• On the new screen that appears, click on “Create location”.

• The "New Location" screen will appear where you can enter location information. There are multiple tabs to enter different types of information about the location. First, let's fill the Location tab.

Location Tab:

• Non: Ekri nan non nouvo kote a
• Location Number (Optional): Type in a nickname or acronym for this location.
• Organization: Select an existing organization from the dropdown that this location would fall under.
• Location Type: Choose Depot, Supplier, Ward, Dispensary, or Pharmacy.
• Gwoup kote: Chwazi ki gwoup kote ou vle li tonbe anba. Aprann plis sou gwoup kote yo ye.

• Manager (Optional): Choose an OpenBoxes user to act as manager of the location.

  

• Click Save to create the location. But don’t stop there! You need to fill out the other tabs!

Configuration Tab:

After entering information in the Location tab, switch to the Configuration tab to assign supported activities for the location.

• Active: Automatically checked. Only uncheck this if you want the location to be hidden to users.

  Background color/ Foreground color (Optional): allows you to edit the color that appears on the screen.

  Sipòte aktivite:

  Based on the Location Type you chose under the Locations tab, OpenBoxes will apply some default settings to the location. If you wish to change the default settings, simply uncheck the "Use Default Settings" box and add/remove supported activities. You may need to updated the activities especially for Depot locations.

  Here are some tips if you wish for specific features for your location:

  1. Turn off bin location tracking: Remove “Pick Stock” and “Putaway Stock” from the supported activities to turn off bin location tracking in this depot
  2. Vire sou pasyèl k ap resevwa: Ajoute pasyèl k ap resevwa nan aktivite sipòte nan depo ou si ou vle pou kapab resevwa yon chajman an pati ak Lè sa a, resevwa rès la pita. Default la se ke anbakman yo dwe resevwa tout nan yon fwa.
  3. Fèmen swiv envantè: Si ou vle yon kote yo dwe rekonèt kòm yon depo pou rezon filtraj, men se pa parèt kòm yon kote ke itilizatè yo ka ouvri sesyon an, retire "jere envantè" nan aktivite yo sipòte.
  4. Turn on Autosave feature: If you want to use autosave feature for your location, choose "Autosave" from the supported activities dropdown.

Address Tab:

You can add location address if you want. This is optional.

Enter the address for the location in this tab. Administrators can configure purchase order printouts and shipping templates to use this address.

Zone Locations:

This tab is only for use in depots with bin tracking enabled. Use it to add or remove zone locations within your depot. See this document on how to add Zone Locations: Managing Bin and Zone Locations.

Bin Locations:

This tab is only for use in depots with bin tracking enabled. Bins could be storage locations within bigger zone locations. Use it to add or remove bin locations within your depot. See more in Managing Bin and Zone Locations.

Once you have made all of your updates, click Save to register your changes.

Add a Logo:

Apre ou te kreye ou kote, ou ka ajoute yon logo ki pral montre nan kwen anwo dwat nan ekran an lè ou ouvri sesyon an. Ou ka te remake ke anpil nan Ekran yo montre yon logo kote Customized tankou anba a:

• Ou ka Upload yon logo koutim nan kote ou ye a pa ale nan paj la kote lis la. Jwenn kote ou vle ajoute logo la. Klike sou kawòt la nèt nan non an, epi chwazi "Upload logo."

• Choose a file from your computer and press upload. The file size must be 40x40 to fit perfectly into a square.

• Lè ou ouvri sesyon an nan kote sa a, ou pral wè logo ou a nan kwen an tèt gòch.

Edit Location

• Soti nan ekran an kote lis la, ou ka edite nenpòt kote pa swa klike sou non an nan kote a, oswa klike sou kawòt la akote non an epi chwazi "edite "kote"

• From here, you will be redirected to the same set of screens as you saw during the location creation process.
• Edit the fields you want to change and press Save.

Efase oswa Dezaktive

• Efase: Pou efase yon kote, jwenn kote ki nan lis chajman an. Peze kawòt la akote non an epi chwazi "Efase Kote."

Please note that if your location has ever been involved in a transaction, it cannot be deleted. This prevents users from accidentally breaking the database by deleting information that is being used in other places in the system. So then what do you do if you can’t delete a location?

• Deactivate a location: Deactivating a location makes it unavailable for users to view or select while they are working on OpenBoxes. The location still exists, and may appear in old data from before it was deactivated, but it can’t be seen or used in transfers moving forward. Deactivate locations can be reactivated at any time.
  • To deactivate a location, go back to the location Details page. Open the Configurations tab.

  • Uncheck the "active" box and press Save.