Location Hierarchy: Sub Locations and Tertiary Locations
While a general location works for most items, there are situations where you need additional specificity about an item's placement. Sub Locations and Tertiary Locations provide the ability to store highly detailed location information in a structured hierarchy.
For example, consider a large storage facility with multiple rooms and bin areas. The location hierarchy could be:
Location: Storage Facility A
Sub Location: Room 2
Tertiary Location: Bin 20
This multi-level organization is useful for precisely tracking items across large facilities, floors, drawers, and any scenario requiring granular location details.
Note: Sub Locations and Tertiary Locations are available only on Organization plans.
Creating a New Location Hierarchy
Click Locations in the left sidebar menu, then New Location
Enter the parent Location name (e.g. "Storage Facility A")
Click Add Sub Location on the right
Enter a Sub Location name (e.g. "Room 2")
For each Sub Location created, you will have the option to add a Tertiary Location to provide another level of nesting once the location record is created.
Add Sub Locations to an Existing Location Record
To add sub-locations and tertiary locations to an existing parent location:
From the Locations page, select the parent location.
Click Sub Locations
Click the blue Add
Click Add Sub Locations
Enter the name for the new Sub Location and click Save
Once a Sub Location is created, you can also add Tertiary Locations by clicking into that Sub Location
Assigning a Piece to a Location from within a Piece Record
Go to Artwork and select the piece for which you'd like to assign to a Location
Click Assign To Location or Loan Out next to Current Location
Choose the Location > Sub Location > Tertiary Location from the dropdown menus and add any other relevant information
Click Save
With Location Hierarchy, you can define locations to any degree of specificity needed for optimal item tracking and organization.
Did you know?
You can include Sub Locations and Tertiary Locations to Reports!
Assigning Multiple Pieces to a Location at Once
Click Artwork, then Bulk Actions
Select Assign To Location or Loan Out from the dropdown menu
Choose the parent location you want to add pieces to from the dropdown menu
Click Next
If you want to move pieces to a Sub Location, select the Sub Location from the dropdown. If assigning to a Tertiary Location, the dropdown option will appear after choosing the sub-location
Fill in any other relevant information like dates
Scroll to select your pieces
Click Assign
Filtering by Location Hierarchy
Once your location hierarchies are created, you can filter artworks by location from the main pieces page.
Click Artwork and navigate to the Filter bar located above your pieces
Click Location
Select the parent location
To filter by sub-location, click Location again and choose from the sub-location dropdown
To filter by tertiary location, click Location again and choose from the tertiary location dropdown
This allows you to quickly find and view pieces based on their assigned location at any level of specificity within the hierarchical structure you've defined.