Main focus

Locations are storage places inside one inventory. Create them for warehouses, shelves, vehicles, rooms, or customer sites, then select them during stock work so quantities and reports can be separated by place.

Applies to

  • Android
  • iOS
  • Web

Mobile app walkthrough

Create one location in the mobile app, select or scan locations during stock work, and filter the product list by location.

Mobile app steps

Manage the inventory location list

  1. Open the inventory and go to the Product list.
  2. Open the top-left menu and tap Locations.
  3. Use the Default location as the fallback place for stock work when no other location is selected.
  4. Tap Add or the + button, enter a clear location name, then save it.
  5. Use a location row menu to rename a location, set a different default, or delete a location that should no longer be used.
  6. When adding an IN or OUT transaction, tap Select location before saving. For MOVE, choose both the source and destination locations.
  7. If your workflow uses location barcode labels, enable Scan location from a barcode in settings, then scan the location barcode while adding the transaction.
  8. Back in the Product list, open filters and use Filter by location to review stock for one place.

Web app walkthrough

Use the Web app to add one location, import many locations, or maintain the same inventory location list.

Web app steps

Maintain locations from Fields

  1. Sign in to the Web app.
  2. Open Fields > Locations.
  3. Select the inventory if the page asks for one.
  4. Click Add location, enter the location name, then click Save.
  5. Use More for import/export maintenance, or use a row options menu to edit, set as default, or delete a location.

What locations do

How locations affect stock work

Location list
The inventory-level list of places your team can choose from, such as Warehouse A, Aisle 3 / Shelf 2, Service van, or Client site.
Default location
The fallback place used when stock work does not choose another location. Keep this as a safe general location, not a temporary name.
Transactions and counts
IN, OUT, MOVE, and stock-count work can use locations. For MOVE entries, choose both where stock leaves from and where it goes. If your workflow uses location barcode labels, enable Scan location from a barcode in settings.
Filters and reports
Location-based totals only become meaningful after entries, counts, or imports use those locations. Use Filter by location in the product list to review stock for one place.

Edit before you delete

If the place is still the same and only the name is wrong, edit the location name. Delete a location only when the place should no longer be used. The default location cannot be deleted, and inventories with existing transactions may move deleted-location history to the default location or block deletion.

Import many locations

Use Manage locations for one-off maintenance. Use Import locations when you have many names in Excel or CSV, such as a warehouse shelf list or store list.

For the spreadsheet workflow, see Import locations.

Check the result

  • The location list contains the names your team should choose from.
  • The default location is still the right fallback.
  • New entries, movements, counts, or imports use the correct location.
  • Location filters and reports show useful totals after stock work starts using those locations.

What this does not do

  • Creating a location does not move stock by itself.
  • Importing or adding a location only makes that place available for future stock work.
  • Changing the default location does not rewrite every past entry.
  • Deleting a location is not the right way to fix a spelling or naming problem. Edit the name instead.

Next step

After creating or importing locations, add a small test entry with the right location and confirm the stock-by-location view or report shows the result as expected.