# Locations A **location** is a place where assets may be located. Some organizations use other words to describe a location, such as: * Site * Place * Space {% hint style="info" %} **Understand location relationships** A **location** must be *associated* with one **customer**, which owns or operates the location. A single location can belong to only one customer. Locations help track where assets are located and where services are provided. (A single customer can have multiple locations.) {% endhint %} ## List all locations To see a list of all locations, navigate to the [locations page](https://assets.hardfin.com/locations). 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.

## View individual location details 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 {% hint style="info" %} 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. {% endhint %} Location details also include a full [audit log](/monitor-the-details/audit-log.md) of the changes made to the location over time. ## Create a location 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. Select whether to include the location in inventory. Then click "Add." When entering an address, start typing and select from the address suggestions that appear. After selecting an address, the individual address components are automatically populated and displayed: * **Address line 1** - Street address * **Address line 2** - Suite, unit, or apartment number (optional) * **City** - City or locality * **State** - State, province, or region * **Zip** - Postal or ZIP code * **Country** - Country code You can review and edit each component individually before saving. This is especially useful for complex or international addresses where the auto-populated values may need adjustment.

**Customer** and **Name** are the only fields required to create a new location. #### Inventory vs. non-inventory 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**. ### Bulk creation Users can upload or update locations in bulk via a file upload, API connection, or direct integration. #### Location data uploader The **location data uploader** provides an intuitive interface for importing location information and updating locations in bulk. This tool streamlines the process of adding multiple locations to the platform, or of updating location data in bulk.

**Using the uploader:** 1. Navigate to the locations page and choose the "Import location data" option 2. Choose your CSV data file with columns mapped to the appropriate locations fields 3. Upload your file and Hardfin will automatically validate and process your data 4. Review the data results to ensure accuracy

The uploader will automatically validate customer associations and address formatting, providing detailed feedback for any issues that need resolution. #### Other bulk creation options To configure location sync using an integration with a CRM or ERP, or to set up API access, please [contact support](mailto:support@hardfin.com). ## Edit a location 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. ## Merge locations When you have duplicate location records or need to consolidate location data, you can merge two locations into a single record. This process combines all associated data (assets, projects, inventory) from both locations into one retained location record.

To merge locations: 1. Navigate to the location you want to keep (the "retained" location) 2. Click the merge icon in the location details window 3. Select the location you want to merge into this record (the "removed" location) 4. Review and confirm the merge details 5. Click "Merge locations" to complete the process {% hint style="warning" %} **Merging locations is permanent and cannot be undone.** All data from the removed location will be transferred to the retained location, and the removed location record will be deleted. Make sure you have selected the correct locations before proceeding. {% endhint %} The merge process automatically: * Transfers all assets from the removed location to the retained location * Consolidates inventory records and counts * Updates project and assignment references * Preserves audit history for **both** locations as part of the new merged location record * Maintains customer associations (you can choose which customer reference to associate to the new location) ## Archive a location {% hint style="info" %} [Archiving objects](#archiving-customers) 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. {% endhint %} 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.

Archived location view in the location list

To unarchive a location that is already archived, edit the customer and select the unarchive icon 👁️‍🗨~~️~~ in the location details window.

## Location map View all your locations on a map through the location dashboard. The map displays company locations and customer locations with real-time asset information. To access the location map, navigate to Dashboard > Locations. The map shows: * Company locations (your warehouse and staging sites) * Customer locations (deployment sites) * Asset counts at each location --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://guide.hardfin.com/set-up-the-basics/locations.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.