Setting Up Locations
Summary
Locations in Jewlerist represent the physical places where assets are stored: your workshop, a safe, a vendor's office, a client's premises, or any other place where inventory might be. Every asset can be assigned a location, and locations help you answer the question "where is this right now?"
Who this is for
This article is for users who want to configure the locations in their workspace and understand how locations are used with assets.
Types of locations
Jewlerist recognises four kinds of locations:
| Kind | Meaning |
|---|---|
| Internal | A place you control: your workshop, safe, storage unit, or office. |
| Vendor | A place controlled by a vendor: a supplier's warehouse, a caster's workshop, or a lab. |
| Client | A place controlled by a client: a customer's home or office where an asset has been delivered or is on approval. |
| Unknown | The location is not known. This is the default when no location has been set. |
Creating locations
Locations are managed from the Catalogs page (open Configuration in the sidebar, then select Manage Catalogs; visible to users with workspace settings permissions). To create a location:
- Open Configuration and select Manage Catalogs.
- Create a new location.
- Enter a name (e.g. "Main Safe", "Casting Workshop", "Client — Smith Residence").
- Choose the kind (internal, vendor, client, or unknown).
- Save.
Locations are a flat list (no nesting or hierarchy). Keep names clear and descriptive so team members can identify them quickly.
Assigning locations to assets
When you create or edit an asset, you can set its current location from a dropdown of all active locations. The location is displayed on the asset detail page and in the inventory list.
If your workspace has the "Require asset location" setting enabled (in Configuration), every asset must have a location before it can be created. This ensures that the answer to "where is this?" is always known.
Moving assets between locations
When an asset moves from one place to another, record a move event on the asset's timeline. The move event updates the asset's current location and creates a history entry showing where it was before and where it went.
For example:
- A stone moves from "Main Safe" to "Setting Workshop" (internal to internal).
- A ring moves from "Workshop" to "Client — Smith Residence" (internal to client, on delivery).
- A metal lot moves from "Workshop" to "Casting Workshop" (internal to vendor, sent out for casting).
Deactivating locations
If a location is no longer relevant (e.g. you moved to a new workshop), you can deactivate it. Deactivated locations do not appear in dropdowns but are preserved in historical records. Assets that were in a deactivated location should be moved to a new location.
Locations can be reactivated if needed.