Managing Locations

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.

Managing Locations is available for the following products:

  • Roast
  • Cafe
  • Origin
  • Lab

Why set up a location?

Setting up a location or locations will allow you to manage your green lots and roasts throughout different warehouses and roasting facilities.

You can assign your lots and roasts to a certain location and track all the actions.

Other features of the online platform C-sar also require having a location set up, e.g. Tasks

Adding a location

By following the steps below you can add a location: 

  1. Log into the online platform C-sar.
  2. Navigate to the More section on the main menu bar and select Locations
  3. Click on +Add location.
    Screenshot 2023-10-03 at 15.40.54-1
    1. Enter the following information:
      * is indicating 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.
  4. Address
  5. Click on Create location

If you created the location after adding machines and green lots, it is important to assign locationless roast machines and also green lots to a location. 

Assigning a roast machine to a location

  1. Log into the online platform C-sar
  2. Navigate to the Gear icon in the top right corner and select Machines.
  3. Click on the Edit icon at the corresponding roast machine you would like to edit.
  4. Finalize the change by clicking on Update location

When adding a new roast machine you have to assign a location at creation. 

Assigning the green lots to a location

You can find the the steps of using the Warehouse distribution function below: 

  1. Log into the online platform C-sar and navigate to the Inventory overview page. 
  2. Select the lot(s) you would like to move to a different warehouse by clicking the respective checkboxes.
  3. The Manage option will appear on the top of the overview page. Click on the dropdown and select Warehouse Distribution.
  4. A table will appear on the next page where you can see the current location(s) of your lots.
  5. 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. (1)
    • Select the All to option on the bottom of the page if you would like to move your whole inventory to a specific location. (2)
      💡 You can also select an initial location for the unassigned lots.
  6. Click Update to confirm the changes.

You can also add the location directly when you are adding new lots to your Green Inventory.

Related content

Congratulations! You are now ready to set up and manage your locations!

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