Fixed Assets Location

Fixed Assets Location

Fixed Asset Locations define the sites, offices and warehouses where your assets are held. Setting them up is what makes it possible to track an asset's movement and to run a site-based audit — without locations, the register tells you what you own but not where it is.

Where to find it

Go to Fixed Assets > Settings > Locations.

Location Details (New Form)

FieldDescription
Location CodeA short unique identifier — "NY-OFF", "WH-01" — used to reference the site.
Location NameThe full descriptive name, such as "New York Head Office".
Contact PersonWho is responsible for the assets held there.
AddressThe physical street address. Often pulled into shipping documents and sales invoices.
Telephone / Fax / EmailContact details, for maintenance or physical verification.

Location List (Management View)

ColumnDescription
Code & NameHow the site is identified.
Contact & AddressWhere it is and who to speak to.
StatusActive or Inactive. An inactive location stops appearing in transaction dropdowns.
Edit / DeleteUpdate a site, or remove one that has no transactions linked to it.

Usage Across Transaction Forms

Locations defined here appear throughout the module:

FormWhat the location does there
Purchase InvoicesWhere a newly bought asset is delivered.
Asset TransfersThe "From" and "To" points of a move.
DisposalsThe site an asset is being removed from.
Sales InvoicesThe site the asset ships from.

Action Buttons

ButtonWhat it does
Add NewOpens a blank form for a new site.
UpdateSaves changes to an existing location.
CancelDiscards unsaved changes and returns to the list.
Mark a closed site inactive rather than deleting it. Deactivating removes it from new transactions while every historical movement that happened there stays intact and readable.

Related pages

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