Adding locations allows you to track specific sites, warehouses, mills, or forests associated with your supply chain organisations. This guide outlines the steps to create a new location record and explains the information required for each field.
Manually Add Locations
Navigate to the Locations Page: From the left bar of your main dashboard, go to Static > Locations
Click + Add new button located in the top right corner of the screen.
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.
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.
Name:
Enter the official name of the location (e.g., "ABC Warehouse", "Sawmill 1"). This is a mandatory field.
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.
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.
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.
State / Region:
Enter the province, state, or region where the facility is located. (Optional)
ZIP / Postcode:
Enter the postal code for the location. (Optional)
Country:
Select the country where the location is situated from the dropdown list.
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.
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.
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.
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.
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
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.
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.
