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How to Search for a Location Type

 

Once a Building is created in SnapTracker, it should be divided into Location Types and Locations to organize where to store products. Location Types enable you to divide the Buildings into logical areas, which can be further divided into specific Locations. A Location Type is used to specify a range of functions that certain Locations are designated for. Location Types may designate different rows or aisles in a Building, or areas such as Staging and Docks.

The Location Type screen enables you to manage the Location Types within each Building across your SnapTracker site. Location Types are set up once and accessible across the site. Once set up, you can create corresponding Locations in your SnapTracker database.

The Location Type screen enables you to conduct a search through all Location Types across Building Types and/or Buildings to view respective details and last update dates. You may create new Location Types, make edits to the existing Location Types, or delete a Location Type as desired.

Note: A Location Type can only be deleted if there are no Locations assigned to it.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have access to the Location Type screen.

This post outlines how to conduct a search for Location Types on your SnapTracker site.

 

1. In the header section, click Setup.

Note: Depending on your browser, you may need to click the View menu items icon to see Setup.

 

2. Click the arrow beside Building Setup, then click Location Type.

 

Another way to access the Location Type screen is to navigate to the Setup main screen.

From here, select Building Setup.

 

The Building Setup screen displays.

From here, select Location Type.

 

The Location Type screen displays, with all results.

Note: By default, the results display according to the default filters, sorted by Buildings and their Location Types in ascending order. All Location Types are shown based on your user’s Building access.

 

Observe the fields in the results:

  • All – Select the checkbox of the desired Location Type(s), or select All, to complete a bulk action.
  • Building Type – The Building Type code of the associated Location Type.
  • Building – The Building of the associated Location Type.
  • Location Type – The Location Type code. (Maximum 2 characters).
  • Description 1 – The first description field for the Location Type.
  • Description 2 – The second description field for the Location Type.
  • Last Update Date – The last date any changes were made to the Location Type and the User that completed the update.
  • Actions – Available actions for an existing Location Type. The options are Edit or Delete.

 

3. To sort the results by a particular field, click the hyperlinked column header.

 

The results update and sort by the selected column, in ascending or descending order as indicated by the respective arrow icon.

 

Observe the various search and filter fields to find your desired Location Types:

  • Building Type – Select one, multiple, or all Building Types.
  • Building – Select one, multiple, or all Buildings.
  • Location Type – Enter a key word to search for related Location Types.

 

4. To filter by Building Type or Building, select the respective field to display the dropdown options.

Enter keywords to filter your options, then select one, multiple or all options to search for.

 

5. To search for a specific Location Type, in the Location Type field, enter the desired Location Type .

 

An auto-populated suggestions list displays.

Note: Click X to quickly clear the input field.

 

6. Click a specific suggested Building Type, or click Search.

Note: You may also click the magnifying icon in the search field to conduct the search.

 

The updated results display, with your search term highlighted in the matching results.

 

7. To apply additional filters, click the Filters button.

 

The Filters side panel displays.

 

Observe the filter options:

  • Last Updated By – Select one, multiple, or all Users who have made the last update on a Location Type.
  • Last Updated Date – Select the date range for Location Type’s Last Update Dates.

 

8. Populate the desired filters and click Search.

 

The filtered results display.

 

9. To reset the Filters only, click the X icon on the Filters button.

 

10. To reset all filters and any search inputs, click Reset.

 

For more information on how to add, edit, and delete a Location Type, see “How to Create, Edit, and Delete Location Types.”