DRAFT USER GUIDE
Getting Started – Storage Locations
A bank can have multiple storage locations – these range from warehouses down to space in people’s houses. You need at least one storage location in the system.
Each storage location has its own inventory of a common list of items (e.g. different sizes of diapers)
When you are inputting donations, or purchases, you will specify the storage location, and the donated/purchased items will be added to that storage location’s inventory. Similarly, when you make distributions, you choose a storage location, and can see the inventory levels for each item before committing to the distribution.
How do you enter a storage location? If you haven’t any storage locations yet, you can click on “Add a Storage Location” in the “Just Starting?” sequence at the top of your dashboard.
You can also click on “Inventory”, then “Storage Locations” in the left-hand menu, then “New Storage Locations”
Either of these will bring up the new storage location screen
Fill in the information:
- Name and Address are mandatory
- Square Footage and Warehouse Type are used for the Annual Survey (our collection of information corresponding to the NDBN Annual Survey)
- Set Time Zone to the local time zone for the storage location. This impacts the Pickup & Deliveries calendar but not much else.
[TODO: Understand How timezone affects the P&D calendar]
Click “Save”
You’ll see a list of your storage locations. Click “New Storage Location” if you want to enter another locations.
