Managing locations

Table of Contents

Overview Before you begin Add a location Location details Assign a roasting machine to a location Assign green lots to a location (warehouse distribution) Edit a location Delete a location Troubleshooting You cannot delete a location You cannot select the Cafe location type

Overview

A location represents a physical site in your operation, such as a warehouse, a transit hub, or a production facility. After a location exists, you can assign roasting machines and green lots to it, which is what makes roasting activity and inventory traceable to a specific site.

This article is for group administrators who set up and maintain the sites that a roasting operation works across.

Before you begin

You need Group Administrator permission.
Log in to the online platform C-sar. Every procedure in this article starts there.

Add a location

In the navigation bar at the top, click More > Locations.
Click +Add location.
Enter the location details described in the following table.
Click Create location.

Location details

The following table lists every field on a location, and applies both when you add a location and when you edit one.

Field	Required	Notes
Location name	Yes
Location type	Yes	You can assign more than one location type to a single location. Use the Cafe location type only if you have an active Cafe subscription.
Country	Yes
City	No
Time zone	No
Street	No
Zip code	No

Assign a roasting machine to a location

Every roasting machine needs a location when you add it to your C-sar account. Select the location while you are adding the machine.

To reach the machine settings, go to Machines. For the full procedure, see Adding a new roast machine.

Assign green lots to a location (warehouse distribution)

To allocate green coffee lots to a site, use the Warehouse distribution tool.

On the main menu bar, click Inventory.
Select the checkbox next to each lot that you want to distribute.
On the right of the screen, click Warehouse distribution.
Allocate the weight in one of two ways:
- Enter the weight that you want to transfer in the field for a chosen location.
- At the bottom of the page, click All to to move the whole amount at once.
Click Update.

Edit a location

In the navigation bar at the top, click More > Locations.
Find the location that you want to modify, then click the Edit icon on the right of the screen.
Update any of the fields listed in Location details.
Click Update location.

Delete a location

Deleting a location leaves everything assigned to it without a location, including equipment and recipes. Reassign anything that you want to keep tracked before you delete the location.

In the navigation bar at the top, click More > Locations.
Find the location that you want to remove, then click the Delete icon on the right of the screen.
Read the confirmation message: "Are you sure you want to delete this location? Any items or data assigned to this location (equipment, recipes, etc.) will no longer have a location."
Click Delete.

Troubleshooting

You cannot delete a location

Check whether the location is linked to an active espresso machine.
Remove or reassign any equipment that is still associated with the location.

You cannot select the Cafe location type

Check whether your account has an active Cafe subscription.
Check whether the account that you are logged in with has the appropriate permissions for your organization.

If you have further questions, feedback, or concerns, submit a support ticket.

add a new location assign a roast machine to a location assign green lots to a location edit locations delete locations how to add locations