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Assigning Inventory to a Location

As part of Inventory in Rosterfy, you can maintain multiple locations, each with its own stock levels. When bundles are distributed, the system will draw from the stock available at the assigned location.

Updated over 3 months ago

Overview

As part of Inventory in Rosterfy, you can maintain multiple locations, each with its own stock levels.

When bundles are distributed, the system will draw from the stock available at the assigned location.


Creating Locations

To create a location follow these steps:

  1. In the admin console, navigate to Headcount > Locations.

  2. Click Create.

  3. Complete the required fields:

    Name: Give the location of stock a name.

    Name (Portal): This is the name of the location that will be displayed on the volunteer portal.

    Location Type: If applicable, you can create location types for grouping your locations.

    Code: This will auto-fill but you can override with your unique code.

    Choose a Training: This is only applicable for Role Offers.

  4. Once complete, click Save.


Add Items to Location

Once you have created the location, you can then add the required items to the location.

Follow the simple steps below:

  1. In the admin console, navigate to Headcount > Locations.

  2. Click the List tab, all created Locations will be displayed here.

  3. Locate the created location, or search for it, click More Actions > Items.

  4. Click Add, and select the Item you would like to add to this stock location, along with the quantity available, then click Submit.

  5. Repeat step 4, for all items you wish to add to this stock location.


More Information

For more information on Inventory within Rosterfy, check out the Inventory - Overview article.

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