How do I add and edit storage locations in Traction?

This article will demonstrate how to add and edit storage locations in Traction.

 

1.  Click on the Dashboard and select Field Ops.  Next, click on Storage in the menu at the left of the screen.

Pic 1

Ops Menu

2.  Click on the + New Location button at the top right of the screen to add a new storage location. storage
3.  Type in the name of the storage location and click on the Save & Close button.  The storage location has been added to the storage list. storage 2
4.  Click on the three dots at the right of the storage location and select View Details to edit or Manage Inventory tor edit the harvest record.  Click on the Edit button to make changes to the storage location details. inventory 1

 

storage 4

5.  The Edit screen allows you to change the name, delete, and make inactive. Storage 5

 

6.  Inactivate:  Click on the Inactivate button.  Once this is done the button changes to Activate.  Click on the Save button to keep your changes.  Once you click on the Inactivate button, the storage location will no longer appear in the Storage location list unless you check the Show Inactive box.

Inactivate

Inactivate2

7.  Delete:  Click on the Delete button and then Yes to confirm the deletion.

Delete 1