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Viewing Locations |
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You view the locations with Coding Definitions | Locations or Coding Definitions | Locations | Organize. Both control panel entries show the same information, but the Organize version is designed to help you reorganize your locations and sublocations.
Reorganizing: Coding Definitions | Locations | Organize is similar to the ordinary table viewer, but contains an extra "Destination" field and a Move to Destination button. You can use these to take a selected group of locations and turn them into sublocations of another existing location.
Begin by setting "Destination" to the location where the selected locations will go. Then select the locations; typically, you would hold down the <Ctrl> key, then click on each location that you want to move. Finally, click the Move to Destination button; this will change the selected locations into sublocations of "Destination".
The Locations table viewer contains the following:
View section: Shows current locations using a location map. The main entries are postal addresses. Each postal address may contain sublocations which can contain more sublocations, to any level necessary.
Code: Click this heading to sort the list by code (i.e. the names associated with postal addresses). Click again to reverse the order.
Description: Click this heading to sort the list by description. Click again to reverse the order.
Apply Filter: Lets you set up a filter to select which records should be shown in the table. For more information, see Table Filters.
Details section: Shows information from the selected record.
Contacts section: Shows contact people at the selected location. For more, see Contacts.
Units section: Shows units at the selected location. For more, see Units.
Storerooms section: Shows storerooms at the selected location. For more, see Storerooms.
Temporary Storage and Items section: Shows temporary storage and temporary storage assignments at the selected location. For more, see Temporary Storage Locations and Temporary Storage Assignments.
New Postal Address: Opens a window to create a new postal address record. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Postal Addresses section).
New Sub Location: Opens a window to create a new sublocation under the currently selected location. Fields in the new record will either be blank or assigned default values (as specified in the Defaults for Sub Locations section).
: This drop-down button offers several possible actions:
Edit: Opens an editor window to let you edit the selected record.
View: Opens an editor window where you can examine the selected record.
Restore: Restores a deleted record. This button is only active if the viewer is in All mode and if you've selected a deleted record. When you click Restore, MainBoss will open a window that lets you examine the contents of the deleted record. If you save the record and close the window, the record will be restored to the Active list.
Show on Map: If the currently selected location record has a "GIS Location" value, MainBoss attempts to open Google Maps to a map showing the location's geographic position. If the current location record doesn't have a GIS location, MainBoss checks the location record that contains the current location, then the container of the container, and so on, until MainBoss either finds a record that has a GIS location or else reaches a record with no container.
If MainBoss finds no record with a GIS location, but does find a postal address record containing postal information, MainBoss passes the postal information to Google Maps.
In order to see the geographic position in Google Maps, you must have an active Internet connection and a suitable web browser.
: Deletes the record that's currently selected.
: Opens a window to let you print your locations. For more information, see Printing Location Information.
Destination: [Only present in Coding Definitions | Locations | Organize] Specifies a location to which you wish to move one or more sublocations.
Move to Destination: [Only present in Coding Definitions | Locations | Organize] Changes all the locations selected in the location list so that they become sublocations of "Destination".
: Lets you search through the list of records for a particular record. For more information, see Searching for a Particular Record. The button has an accompanying drop-down list containing the following:
Find Next: Uses the same search condition(s) as your most recent search and finds the next record in the table that matches the condition(s). If the search reaches the end of the table without finding a matching record, it goes to the start of the table and continues the search.
Find Previous: Same as Find Next except that it goes backward in the table. If the search reaches the start of the table without finding a matching record, it goes to the end of the table and continues the search.
: Updates the list to reflect any recent changes.
Defaults for Postal Addresses section: Shows any defaults to be used when creating new postal addresses.
Edit Defaults: Opens a window to let you change the displayed default values.
: Updates the list to reflect any recent changes.
Defaults for Sub Locations section: Shows any defaults to be used when creating new sublocation records.
Edit Defaults: Opens a window to let you change the displayed default values.
: Updates the list to reflect any recent changes.
For more on locations, see Locations. For more on creating or editing postal address records, see Editing Postal Addresses. For more on creating or editing sublocation records, see Editing Sublocations. For general information on table viewers, see Using Table Viewers.
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