Storage sites are, first and foremost, places where tools, equipment and supplies are stored when they're not being used: warehouses, tool cribs, yards, trailers, etc.

Storage sites can also be used to keep track of tools that are missing, broken, stolen or scrapped (or any other category you're interested in) if you create storage sites with names or numbers like 'Missing', 'Broken', 'Stolen' and 'Scrapped' and assign items to them.

Storage sites can be imported and sub-divided into sub locations.

ADD, EDIT AND DELETE STORAGE SITES

  • Click the Data icon in the main menu then Storage sites.
  • Follow the instructions in the Add, Edit and Delete section of the help overview to add, edit and delete storage sites.

STORAGE SITE NUMBERS

Every storage site needs a 'number' (which can contain letters, spaces and punctuation marks). If you already have storage site numbers, they'll work in the Tracker. If you're interested in integrating Tracker data with your accounting system, now or in the future, use the numbers in that system. But if you're creating new numbers ...

  • Keep them short. You'll be typing them often. Fewer characters = fewer typos.
  • Very short, numeric storage site numbers (like '00') are much easier to use on a portable barcode reader than longer numbers, especially those that contain letters.
  • If you want to keep track of tools that are missing, broken, stolen or scrapped (or any other category), create storage sites with numbers like 'Missing', 'Broken', 'Stolen' and 'Scrapped' and assign items to them.
  • While you can give a storage site and an employee, item, job or vendor the same number, we suggest avoiding duplicates, which can confuse users. You can't give 2 storage sites the same number.
  • Avoid punctuation marks (which slow most typists down) and repeated spaces (it can be hard to see the difference between 1 and 2 spaces).
  • 'Numbers' are sorted alphabetically, which can be confusing if they really are numbers (11 is before 2 when sorted alphabetically, just like AA is before B). If you want to use numeric 'numbers' and have them sort numerically, use leading zeros to make each number the same length (002 is before 011 when sorted alphabetically).

FIELDS

The Storage sites table contains a large number of user-definable fields. All fields, whether user-definable or not, can be given custom names. So you may see a field in your Storage sites screen that's not in this list:

  • (Storage sites grid) SITE NUMBER.
  • (Storage sites grid) SITE NAME.
  • (Storage sites grid) IDLE. Only active storage sites appear in storage site lists.
  • (Storage sites grid) NOTES. From a practical perspective, unlimited in length.
  • (Storage sites grid) Address and contact info.

SCREEN-SPECIFIC REPORTS

  • BARCODE LABELS.