Add Areas and Shelves

Only one Areas and Shelves definition can be created per location. Each area can have one or more shelves. Items are then assigned to the shelves.

1. On the Dashboard page, click Areas and Shelves.
2. Select the subsidiary from the Subsidiary Selector drop-down list, and then click the Add button.
3. Select the Location from the drop-down list, and then click Save and Continue.

   Inactive Shelves definitions are indicated.

4. To create an area, click the Add Area button, enter the Area Name, and then click the Add button to confirm.

   Area names must be unique within a location.

   New areas are added to the end of the list. Drag and drop the area to the desired position.

5. Add a shelf to an area. There are two ways to add a shelf to an area:
   1. Select the desired area in the right side list, click the Add Shelf button, enter the Shelf Name, and then click the Add button to confirm.
   2. Select the desired area in the right side list, click the +Add Shelf function in the menu on the far right, enter the Shelf Name, and then click the Add button to confirm.
   3. Click the Cancel button to return to the definition list.

      All actions in the shelves definition are automatically saved.

   Shelf names must be unique within an area.

   New shelves are added to the end of the list. Drag and drop the shelf to the desired position.

6. Add an item to a shelf.

   The list on the left side shows all items available in the location which can be assigned to a shelf, sorted by item group, major group, and family group. Once an item is assigned to a shelf, it is no longer visible in the list on the left.

   The list on the right side shows areas, shelves inside the areas, and items added to the shelves.

   There are three ways to add an item to a shelf:

   1. Drag and drop from the left side list to the shelf.
      • Select an item, and drag and drop it to the shelf.
      • Select an item family group, and move all items from this group to the shelf via drag and drop.
      • Select an item major group, and move all items from this group to the shelf via drag and drop.
      • Select an item over group, and move all items from this group to the shelf via drag and drop.
   2. Select the desired shelf, click the Add Item button, select the item from the drop-down list, and then click the Add button to confirm.

      The Add Item button also lets you add an item to another shelf if it was previously assigned to a shelf.

   3. Select the desired shelf, click the +Add Item function in the Action menu, select the item from the drop-down list, and then click the Add button to confirm.

      The +Add Item function also lets you add an item to another shelf if it was previously assigned to a shelf.

   4. Click the Cancel button to return to the definition list.

      All actions in the items definition are automatically saved.