Locations
Last updated
Last updated
A location is a place where assets may be located. Some organizations use other words to describe a location, such as:
Site
Place
Space
To see a list of all locations, navigate to the locations page. Here you will see a table with location names, associated customers, addresses, and how many assets are at each location.
Use the search or filter options to refine the location list.
To view the full details of a location, click the right arrow ➡️ button in the location list.
A side window will appear showing the location details.
This window includes options for the following location information:
Company - the company associated with this location
Address - complete address for this location
Include in inventory - whether the location is treated as part of your inventory
Assets - list of assets currently at this location
Note that assets may be at a customer location even if they are not owned by that customer. This is usually the case for hardware-as-a-service business models.
Location details also include a full audit log of the changes made to the location over time.
To create an individual location, click the "Add location" button and a window will appear. Choose the customer associated with the location and enter the location's name. You may optionally enter an address and customize it. Select whether to include the location in inventory. Then click "Add."
Customer and Name are the only fields required to create a new location.
Your company's locations default to inventory (i.e., they are included in your inventory totals); your customer's locations default to non-inventory (i.e., they are not included in your inventory totals). You can change these defaults at any time.
For example, a business may have an R&D facility with some assets for development purposes. Those assets should be tracked at the company's location, but those assets should be treated as non-inventory because they are not available to be sold to customers. Conversely, a business may rely on a third-party logistics provider to store assets and dropship them. Those assets should be tracked at a customer location (the third-party warehouse), which should be designated as inventory.
To import locations in bulk, configure an integration with a CRM or ERP, or to set up API access, please contact support.
To edit a location, click the pencil icon ✏️ in the location details window.
A small window will appear to edit the location name and address and inventory status. The customer associated with the location cannot be changed.
Archiving objects hides the object from the list view and dropdown menus. The object can still be viewed in the list by selecting the "Archived" option. Archived objects still appear in dropdown menus when searched by name.
To archive a location that is not yet archived, click the archive icon 👁️🗨️ in the location details window.
A small badge will appear on the location indicating Archived.
The location will now be visible in the location list only when "Archived" is selected.
To unarchive a location that is already archived, edit the customer and select the unarchive icon 👁️🗨️ in the location details window.
You can click on any location to immediately access location details for that location. Users can move the map by clicking and dragging, and can zoom using the scroll wheel on your mouse.
Depending on your web browser, some users may have to hold the Control (PC) or Command (Mac) button while clicking, dragging, or scrolling in order to move/zoom the map.
This map shows all locations with address information, and all assets that are at a location. Locations without addresses are not shown. Assets that are in transit are not shown.
Hardfin generates a dynamic map using real-time data on your locations and assets. Company locations in blue circles and customer locations in grey circles .
