This article explains how to set up and manage your Locations.
You need to have the Group Administrator's permission to perform the steps outlined in this article
Why set up a location?
Setting up one location or more locations will allow you:
- Monitor and manage your green lots and roasts across different warehouses, transportation hubs, and roasting facilities.
- Designate specific locations for your lots and roasts to effectively monitor and log all associated activities.
- Track the timing of lots moving between warehouses or coffees in transit from the origin to the warehouse.
Additionally, setting up a location is essential for utilizing other features of the online platform C-sar, eg. Tasks.
Adding a location
By following the steps below, you can add a location:
- Log in to the online platform C-sar.
- Navigate to the More section on the main menu bar and select Locations.
- Click on +Add location.
- Enter the following information:
* indicates mandatory fields.
-
- *Name
- *Location type
You can choose between the location types listed below:
- Roastery
- Cafe
- Warehouse
- Lab
- Farm
- Mill
- Other: You can also create a virtual location to keep track of your contracted lots.
-
-
-
- *Country
- City
- Time zone
- Street
- Zip code
-
- Click on Create location.
If you added the location after setting up machines and green lots, it is essential to assign the roast machines and green lots to the new location to ensure proper management and tracking.
Assigning a roast machine to a location
When adding a new roast machine you have to assign a location at creation.
By following the steps below, you can assign a roast machine to a location:
- Log in to the online platform C-sar.
- Navigate to the
Gear icon in the top right corner and select Machines.
- Click on the
Edit icon at the corresponding roast machine you would like to edit.
- Finalize the change by clicking on Update location.
Assigning the green lots to a location
Assigning green lots to a location involves utilizing the 'Warehouse Distribution' feature.
By following the steps below, you can assign the green lots to a location:
- Select the checkbox next to the lot you want to reassign, then click the Warehouse distribution button located on the right side of the page.
- You have two options to assign your lost:
- Enter the weight you would like to move to a certain location in the weights field under the respective location.
- Select the All to option on the bottom of the page if you would like to move your whole inventory to a specific location.
You can also select an initial location for the unassigned lots.
- Click the green Update button. A new lot with the same ID tag will be generated for the new location, making it accessible for selection in the roast editing screen.
You can also add the location directly when you are adding new lots to your Green Inventory.
Editing a location
By following the steps below, you can edit a location:
- Log in to the online platform C-sar.
- Navigate to More on the main menu bar and select Locations.
- Locate Location name you wish to edit.
- Click on the
Edit icon on the right side of the page.
- You can edit the following details:
* indicates mandatory fields
- *Location name
- *Location type: You can assign more than one location type to a single location.
- *Country
- City
- Time zone
- Street
- Zip Code
- Click Update location to finalize the changes.
Deleting a location
By following the steps below, you can delete a location:
- Log in to the online platform C-sar.
- Navigate to More on the main menu bar and select Locations.
- Locate Location name you wish to delete.
- Click on the
Delete icon on the right side of the page.
Locations with an active espresso machine cannot be deleted.
If you attempt to delete a location that has an active espresso machine, you will receive an error message. This precautionary measure is in place to prevent the loss of any critical data associated with that location.
Related content
- Adding a new roast machine
- How to add and remove users/user permissions
- Utilizing the Location-based user permissions
Congratulations! You are now ready to set up and manage your Locations!
Your opinion matters. If you have further questions, feedback or concerns, please submit a support ticket directly from support.cropster.com.