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Add New Locations

R
Written by Ruby Lin

Adding locations allows you to track specific sites, warehouses, mills, or forests associated with your supply chain organisations (see Locations Explained to learn more). This guide outlines the steps to create a new location record and explains the information required for each field.

Manually Add Locations

  1. Navigate to the Locations Page: From the left bar of your main dashboard, go to Static > Locations

  2. Click + Add new button located in the top right corner of the screen.

  3. Enter Location Details: A side panel titled "Add location" will slide out from the right. Fill in the form fields. The form is divided into Main information and Address.

    1. User defined ID:

      • If left empty: The system will automatically assign a unique ID to this location.

      • If entered: You can manually input a specific ID code used by your internal systems.

    2. Name:

      • Enter the official name of the location (e.g., "ABC Warehouse", "Sawmill 1"). This is a mandatory field.

    3. Type(s):

      • Select the business activity or facility type from the dropdown menu. Examples include: Exporter, Furniture Manufacturer, Forest, Importer.

      • You can select an existing type or type a new value and hit enter.

    4. Organisation:

      • Select the parent organisation that owns or operates this specific location from the dropdown list.

      • You can add new organisation here by clicking the + sign.

    5. Address:

      • Enter the street address or physical location details. (Optional)

      • You can check the "Same as organisation address" on the left. Then the address of the organisation selected will be automatically populated.

    6. State / Region:

      • Enter the province, state, or region where the facility is located. (Optional)

    7. ZIP / Postcode:

      • Enter the postal code for the location. (Optional)

    8. Country:

      • Select the country where the location is situated from the dropdown list.

  4. Add Tags (Optional): At the very top of the panel, you can click Click to add tags to categorise this location with custom keywords for easier filtering later.

  5. Save the Location: Once you have entered all necessary information, click the black Save button in the top right corner of the side panel to finalise the entry.

Bulk Add Locations

If you need to create multiple locations at once, you can use the bulk add feature to save time.

  1. Access Bulk Add Options: Instead of clicking the main "Add new" button, hover over the arrow icon immediately to its right. A dropdown menu will appear; select Bulk add locations.

  2. Choose Entry Method: A pop-up window will offer two options:

    • GeoJson files: Select this to upload multiple locations via file upload.

    • Manual entry: Select this to manually type information for multiple locations.

  3. Step 1: Set Values: The first step allows you to define shared information for the entire batch. If all the locations you are adding belong to the same Organisation, Type, or Country, check the Fixed boxes on the left of each filed.

    • Tags: Add keywords applicable to the whole batch.

    • Organisation: Select the parent organisation.

    • Location Type(s): Define the facility type (e.g., Sawmill, Forest).

    • Country: Select the shared country.

    • Click Next to continue

  4. Step 2: Enter Location Details: You will be taken to a table view. The columns (Organisation, Location types, Country) will be pre-filled on the top based on your selection in the previous step.

    • Enter Unique Data: Fill in the Name and specific optional address details (State/Region, ZIP, Address) for each location row.

    • Add More Rows: If you need to add more rows, enter the number of locations in the bottom left input field "+ Add 1 location(s)" and click the + Add button.

    • If needed, you can Duplicate/Remove rows using the icons next to Name.

  5. Step 3: Create locations: Review your data in the table. Once satisfied, click the black Create location(s) button in the bottom right corner to save all entries to the system.

Add Locations from a GeoJSON File

You can upload a GeoJSON file to automatically extract geographical features and convert them into new location records within your system in bulk.

Supported file formats: .geojson or .json

Maximum file size: 20MB

  1. Initiate the Import: From the main menu, navigate to Locations. Click the downward arrow button in the top right corner and select Add from GeoJSON (Beta) from the dropdown menu.

  2. Upload Your File: In the modal that appears, click the Choose file button to browse your computer, or drag and drop your .geojson or .json file directly into the designated area.
    ​

  3. Info & Preview: The system will analyse your file and display a split-screen view.

    • Info Tab: Reviews the detected data, including total locations, estimated area, detected countries, and properties.

    • Features Tab: Lists each individual feature (e.g., specific polygons or boundaries) found in the file. You can click the eye icon to view the feature code or locate it on the right-hand map preview.

    • Click Continue when you are ready to proceed.

  4. Organise: Determine how the system should handle the detected features. You can choose to group features into locations based on shared properties (like id or name), or keep each feature separate. Click Next to proceed.
    ​

  5. Set Values: Apply overarching data to the locations you are creating. Check the boxes and use the dropdown menus to set fixed values for all imported items, such as the Organisation, Location Type(s), and Country. Click Next.

  6. Review and Create: A final table will display a list of all the locations pending creation alongside the map preview. Review the list, then click the green Create [number] location(s) button in the bottom right corner.

  7. Completion: A "Creating locations" progress window will appear. Do not exit this page until all locations are created. Once the progress bar is full and the items are checked off, click Done. Your new locations, complete with their GPS polygon data, will now be visible in your Locations dashboard.
    ​

Import Locations via CSV

If you need to upload a large list of entiites, you can use the CSV import tool to save time.

  1. Access the Import Tool: On the main Locations page, hover over the downward-pointing arrow immediately to the right of the + Add new button. Select Import via CSV from the dropdown menu.

  2. Download the Sample Template: An Import organisations window will pop up. Before uploading, it is highly recommended to click the blue Download sample CSV link. This provides you with a pre-formatted spreadsheet ensuring your data is structured exactly how the system requires.
    ​

  3. Upload Your Data: Once your CSV file is filled out and ready:

    • Click the green Choose file button to browse your computer and select the file.

    • Alternatively, you can drag and drop your completed CSV file directly into the designated area in the window.

  4. The system will automatically proceed to the Map tab. Review the mapping to ensure your spreadsheet columns align correctly with the designated system fields (for example, mapping your "Country Code" column to the "Country Code" system field). Click Next when you are ready.

  5. In the Validate tab, review your rows to ensure the data is ready to import and check if there are any errors or skipped rows. Click the Validate button at the bottom of the screen, followed by Import records.

  6. The system will process the data in the Import tab. Once finished, a summary will display the number of successfully imported records and any failures.

  7. You can view the status and details of your import in the Admin area: Imported information. If the upload is successful, the data will be automatically populated in your main Locations page.
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