Overview

In BarTender Track & Trace, your supply chain is modeled using locations, which represent the physical facilities where inventory is stored. Each location is associated with a site map, which is further divided into zones. Zones are functional subdivisions of a location. This hierarchical structure enables precise inventory tracking, allowing you to identify not only the facility where an item is stored, but also its exact position within that facility.

Applicable to 

Track & Trace Web Console

Information

Accessing the Locations Management Page

1. Click on Settings at the bottom of the navigation menu on the left.
2. Click on Track & Trace which appears in the navigation menu. 
3. Make sure the Locations tab is selected at the top.

Locations Page Layout

1. Site locations: A list of all of the site locations that have been created.
   • Click on the Search field to filter the location list by name.
   • Click on the Location Type dropdown to filter the location list by type. 
   • Click on the Sort button to order the location list. Clicking on the little arrows on the right of the button toggles between ascending or descending order.
   • Click on any of the locations to see the locations site map along with all of the zones for that location.
   • Click on the pencil icon on the right to modify the location information.
   • Delete the location by clicking on the trash can icon on the right.
   • Click on the duplicate icon next to the trash can to create a copy of the corresponding location. 
2. Stats: Overview of how many sites exist broken down by type.
3. Map: An interactive map which shows where your locations are physically located.
   • Each location is represented by a black circle with an icon in it representing the location type. 
   • If the circle contains a number, that number represents the number of locations at that position. Zoom in to see the circle for each individual location. 
   • You can move around on the map by clicking and dragging.
   • You can zoom in and out by scrolling up and down.   

Create a New Location

1. Click on the Add Location button above the locations list.
2. A panel opens with an Add New Location form:

1.  Fill in the mandatory information: 
   • Name: The display name for your location in Track & Trace.
   • Type: The type of facility
   • Location Coordinates: Latitude and longitude for your location. This can be automatically filled in by clicking anywhere on the interactive map on the right. This will also automatically fill in some of the address data for you.

   • Code: A unique identifier to address the location using the API. 

     Be aware that this code cannot be changed after the location has been created.
2. Click Add to save the location.
3. You will be asked to upload a site map for your location: 

6. Your location is now created. You will be taken to the location page and prompted to create your first zone for the location.

Create a New Zone

1. Click anywhere on the site map to create a zone at that location.

   Be aware that the first zone you create will be of type Receiveing.
2. The Add New Zone panel will open.
3. Give your zone a name and the unique identifier will be created automatically under Code. 
4. Unless this is the first zone for this location, you can select a zone type to specify its function. 

Location Detail Page Layout

1. Zones: A list of all of the zones that have been created.
   • Click on the Search field to filter the zone list by name.
   • Click on the Zone Type dropdown to filter the zone list by type. 
   • Click on the Sort button to order the zone list. Clicking on the little arrows on the right of the button toggles between ascending or descending order.
   • Click on any zone to open the Edit Zone panel.
   • Click on the trash can icon on the right to delete a zone. 
   • Click on the duplicate icon next to the trash can to create a copy of the corresponding zone. 
2. Site map: An interactive map for the location.
   • Each location is represented by a black circle with an icon in it representing the zone type. 
   • You can click anywhere on the map to create a new zone at that position.
   • You can move the map by clicking and dragging.
   • You can zoom in and out by scrolling up and down.  
   • Click on the Edit Map button in the top right to change the map image. 
   • Enable the Snap to Grid toggle to organize zone markers in a grid pattern on the map. 
3. Click on the Back to Location Configuration button in the top left to return to all locations.