Set Up Locations
A location is where work happens or needs to happen. When you plan a task, you can assign a location for that work. Also, when you add a trip, job, activity or event, you can include locations for that work.
Examples You could add the following locations:
- Shipyards or ports where repairs could take place
- Ports where assets could pick up supplies or equipment
- Ports where a vendor or trades person could be available to do work
- Customer where you are transporting product to
Location Types
Location types can help you filter your list of locations on the Setup > Locations > Locations tab. They're also used in the Locations report and, if you create a custom field that uses the Locations data source, you can use location types to limit the items that appear in the list within that custom field. Add location types on the Setup > Locations > Locations Types tab before you add your locations.
Parent Locations
Parent locations can help you organize your locations into a hierarchy with as many levels as necessary for your business. For example, your hierarchy could be Region > Port > Zone > Harbor > Terminal > Berth.
Note Parent locations are used primarily by Helm CONNECT Logistics.
Divisions and Areas
Areas—used in Helm CONNECT Logistics—help you group and filter your locations by distinct operating areas. To define an area, use the Setup > Locations > Locations tab to link an existing location to one or more divisions. If the area has any child locations, these will also be available in the divisions the area is linked to.
Note Create and manage divisions on the Setup > Operations > Divisions tab.
Custom Fields
If you want to capture more information, you can add custom fields for your locations on the Setup > Locations > Locations tab. Any custom fields you add for one location will be available for all locations.
Create Location Types
To create a new location type
- Go to the Setup > Locations > Location Types tab.
- Click New Location Type.
- In the Location Type field, enter the name for the location type.
- Do one of the following:
- To save the location type, click Save Changes.
- To discard the location type, click Discard Changes.
Create Locations
To create a new location
- Go to the Setup > Locations > Locations tab.
- Click New Location.
- In the Name field, enter the name for the location.
- (Optional) In the Short Name field, enter a short name or an abbreviation for the location.
- (Optional) If appropriate, enter information in the External System Code field.
- (Optional) In the Location Type list, select a location type. If the location type you need isn't in the list, you can create it on the Setup > Locations > Locations Type tab.
- (Optional) In the Parent Location list, select the parent location if appropriate.
- (Optional) To define an operating area, in the Divisions field, select one or more divisions where you want to link this location.
- (Optional) In the Latitude field, enter a standard latitude value for this location.
- (Optional) In the Longitude field, enter a standard longitude value for this location.
- (Optional) In the Time Zone field, select a time zone.
- (Optional) To add a custom field for this location, click New Custom Field and define the field parameters as required.
- Do one of the following:
- To save the location, click Save Changes.
- To discard the location, click Discard Changes.
You can use the Parent Location list to organize your locations into a hierarchy with as many levels as you need. For example, your hierarchy could be Region > Port > Zone > Harbor > Terminal > Berth.
Areas, used in Helm CONNECT Logistics, help you group and filter your locations. If the area you define here has any child locations, these will also be available in the divisions the area is linked to.
Watch the Video
Watch this video to see how to set up location types and locations in Helm CONNECT: