Facilities represent the physical address locations associated with your teams. Every team has a corresponding facility, and while multiple facilities can be linked to a single team, the standard setup is one facility per team.

When users log in, they select a facility. They can view units across all locations tied to their team, but can only complete transactions for units currently located in their active facility.

When you create a new team, the corresponding facility is created automatically. To view, edit, or add additional facilities, go to Locations on the left menu and select Facility.

Add New Facility

Under Locations on the left menu, select Facility. The facility grid view is displayed. Select [Add New].

Create Facility form

• Team: Select the team to associate with the facility. See Teams.
• Template: Select the facility template. See Templates.
• Facility ID: Enter a unique identifier for the facility.
• Facility Name: Typically the organization name. Used on shipping documents and functions.
• Facility Address: Optional, but required if you use transfers between locations.

Enter any additional facility attributes defined in the corresponding template.

External Record ID is available for a cross-reference to another system (e.g., for integration logic) or for general reference purposes.

Once a facility is added, at least one area must be set up before units can be added to that location.

Edit Facility

Under Locations on the left menu, select Facility. Find the facility in the grid view, then select Edit from the more options menu on the left.

More Options - Edit

The Team and Facility ID cannot be changed after creation. The following fields can be edited:

• Facility Name
• Facility Address
• External Record ID
• Facility Attributes (if any)