Location Attributes

Purpose: Use the Location Attributes screen to review or work with attributes that are applied to a location.

Used for the Routing Engine module.

For more information: See Using Attribute Rules for Delivery and Pickup Orders and Using Attribute Rules for Ship-for-Pickup Orders for background and see Attribute Definitions for information on creating and working with attribute definitions.

How to display this screen: Select the attribute icon (Illustrates the attribute icon.) for a product at the Locations screen.

Options at this screen

Option Procedure
apply a new attribute to the location

Click New to open the New Location Attribute window.

search for a location attribute

Optionally, enter a full or partial attribute code in the Attribute Code field to restrict your results to attributes whose codes start with your entry.

Optionally, select an Location Use to restrict your results to attributes whose Location Uses match your entry.

Optionally, select a Data Type to restrict your results to attributes whose Data Types match your entry.

Click Search.

select a location attribute for maintenance and review

Click the edit icon (Illustrates the edit icon.) to open the Edit Location Attribute window.

delete an attribute

Click the delete icon (Illustrates the delete icon.) next to a location attribute to delete it.

Fields at this screen

Field Description
Informational fields:
Organization

See organization. The organization code is separated from the organization description by a hyphen (-).

Location

See location. The location you selected at the Locations screen. The location code is separated from the location name by a hyphen (-).

Search fields:
Attribute Code

The Code identifying an attribute you can apply to locations. Optionally, enter a full or partial attribute code and click Search to display location attributes that start with your entry.

Location Use

Indicates whether the attribute applies to the location when it is the Originating, Pickup, or Sourcing location for an order. Optionally, select a Location Use and click Search to display location attributes that match your selection.

Data Type

Indicates the type of data that can be defined through the attribute. Available data types are:

  • Boolean: Indicates whether a condition is true for the location; for example, use a Boolean attribute to identify each location that supports oversized items.
  • List: Used to define a list of valid values that can be assigned to a location; for example, this might be a list of brands that the location supports. Each value can be up to 50 positions.
  • Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs.
  • Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions.

Optionally, select a Data Type and click Search to display location attributes that match your selection.

Results fields:
Attribute Code

The Code identifying an attribute applied to the location.

Description

The description of the attribute. Can be up to 100 positions. Truncated if it exceeds the allotted space.

Value

The value of the location attribute. The value can be:

  • text, if the Data Type of the attribute is Text or List
  • numeric, if the Data Type of the attribute is Text, List, or Number
  • true, if the Data Type of the attribute is Boolean

A text or list value can be up to 50 positions. Numbers can be up to 25 positions, including commas, decimal points, or minus signs. Truncated if it exceeds the allotted space.

Location Use

Indicates whether the attribute applies to the location if it is the Originating, Pickup, or Sourcing location for an order.

Data Type

Indicates the type of data that can be defined through the attribute. Available data types are:

  • Boolean: Indicates whether a condition is true for the location; for example, use a Boolean attribute to identify each location that supports oversized items.
  • List: Used to define a list of valid values that can be assigned to a location; for example, this might be a list of brands that the location supports. Each value can be up to 50 positions.
  • Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs.
  • Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions.
Edit

Select the edit icon (Illustrates the edit icon.) next to a location attribute to open the Edit Product Attribute window.

Delete

Select the delete icon (Illustrates the delete icon.) next to a location attribute to delete the attribute from the location.

New Location Attribute

Purpose: Use the New Location Attribute window to apply an attribute to a location.

Used for the Routing Engine module.

For more information: See Using Attribute Rules for Delivery and Pickup Orders and Using Attribute Rules for Ship-for-Pickup Orders for background.

How to open this window: Click New at the Location Attributes screen.

Note:

Available if Use Routing Engine is selected at the Tenant screen.

Fields at this window: Complete the fields described below and click Save, or click Cancel to return to the Location Attributes screen without creating the location attribute.

Field Description
Location

See location. The location you selected at the Locations screen. The location code is separated from the location name by a hyphen (-). Display-only.

Location Use

Select whether the attribute applies to the location when it is the Originating, Pickup, or Sourcing location for an order. Required.

In the case of a ship-for-pickup order, the Ship For Pickup Matching Type selected for the attribute definition must also indicate to use this attribute when filtering locations; for example, the Ship For Pickup Match Type must be set to Sourcing or Both in order to use a location attribute whose Location Use is set to Sourcing to filter orders. However, this restriction does not apply to delivery or pickup orders.

Attribute Code

After selecting the Location Use, select the Code identifying an attribute you can apply to a location. All attribute definitions that could be applied to the selected location are available for selection. Attributes are available for selection if:

  • they were created with an Attribute Type of Location or Product and Location, and
  • if the Location Use is:
  • Sourcing or Pickup: Attributes are available for selection as long as they have not already been applied to the selected location with the same Location Use, unless the Allow Multiple flag was selected. For example, you might select the Allow Multiple flag for a list attribute identifying brands, and apply multiple brands to a location for sourcing or pickup.
  • Originating: Attributes are not available for selection if they have already been applied to the selected location, regardless of whether the Allow Multiple flag is selected for the attribute.

If the attribute has not already been applied using the same Location Use, then it can be applied again to the location.

Once you select an Attribute Code, the Description and Data Type are displayed above the Value field.

The Attribute Code is not available for selection until after you select the Location Use.

Required.

Description

The description of the selected attribute. Displayed after you select the Attribute Code. Display-only.

Data Type

Indicates the type of data that can be defined through the selected attribute. Possible data types are:

  • Boolean: Indicates whether a condition is true for the location; for example, set to true if the location supports engraving.
  • List: Used to define a list of valid values that can be assigned to a location; for example, this might be a list of brands that the location can support for sourcing or pickup. Each value can be up to 50 positions.
  • Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs.
  • Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions.

Displayed after you select the Attribute Code. Display-only.

Value

Use this field to enter or select the value for the location attribute. If the Data Type is:

  • Boolean: Automatically selected and cannot be changed.
  • List: Select the Value from the displayed options defined for the attribute. Only Values for the attribute that are not already assigned to the location are available for selection.
  • Number: Enter a numeric value. Numbers can be up to 25 positions, including commas, decimal points, or minus signs.
  • Text: Enter a numeric or text value. Can be up to 50 positions.

Required, except that a Boolean defaults to selected and is display-only.

Edit Location Attribute

Purpose: Use the Edit Location Attribute window to change the value for a location attribute.

Used for the Routing Engine module.

For more information: See Using Attribute Rules for Delivery and Pickup Orders and Using Attribute Rules for Ship-for-Pickup Orders for background.

How to open this window: Click the edit icon (Illustrates the edit icon.) at the Location Attributes screen.

Note:

Available if Use Routing Engine is selected at the Tenant screen.

Fields at this window:

Note:

Boolean location attributes cannot be edited. You can delete a Boolean attribute if it should not apply to the location.
Field Description
Location

See location. The location you selected at the Locations screen. The location code is separated from the location name by a hyphen (-). Display-only.

Location Use

Indicates whether the attribute applies to the location when it is the Originating, Pickup, or Sourcing location for an order. Display-only.

In the case of a ship-for-pickup order, the Ship For Pickup Matching Type selected for the attribute definition must also indicate to use this attribute when filtering locations; for example, the Ship For Pickup Match Type must be set to Sourcing or Both in order to use a location attribute whose Location Use is set to Sourcing to filter orders. However, this restriction does not apply to delivery or pickup orders.

Attribute Code

The Code identifying the attribute applied to a location. Display-only.

Description

The description of the selected attribute. Display-only.

Data Type

Indicates the type of data that can be defined through the selected attribute. Possible data types are:

  • Boolean: Indicates whether a condition is true for the location; for example, set to true if the location supports engraving.
  • List: Used to define a list of valid values that can be assigned to a location; for example, this might be a list of brands that the location can support for sourcing or pickup. Each value can be up to 50 positions.
  • Number: Indicates that the value defined through the attribute must be numeric. Numbers can be up to 25 positions, including commas, decimal points, or minus signs.
  • Text: Indicates that the value defined through the attribute is text. Values can be up to 50 positions.

Display-only.

Value

Use this field to enter or select the value for the location attribute. If the Data Type is:

  • Boolean: Automatically selected and cannot be changed.
  • List: Select the Value from the displayed options defined for the attribute. Only Values for the attribute that are not already assigned to the location are available for selection.
  • Number: Enter a numeric value. Numbers can be up to 25 positions, including commas, decimal points, or minus signs.
  • Text: Enter a numeric or text value. Can be up to 50 positions.

Required, except that a Boolean defaults to selected and is display-only.