Quartzy has implemented several functions that can help you clean up and manage all levels of item locations.
1. On the top left side of the toolbar, click on the Org Name or the Lab Name and then click the gear icon to select the lab where you want to make changes.
2. Choose the Locations tab.
3. The list in the left column contains all locations for items in the Lab. Click on a Location and all associated Sublocations will appear to the right.
In this section, you can:
Add new Locations
Click on Add Location, type in the name of the new location and click the Save button.
Add new Sublocations
Click on + Sublocation and select the format - Shelf or Freezer Box (freezer box sublocations will be an interactive grid) - for the sublocation. Type in the name and click the Save button.
Link: Click here to learn how to create sublocations for your freezer inventory.
Change the name of a Location
Click on the name of the location you want to change. The name will then change to an editable text field on the right side where you can enter a new name. All changes will be saved automatically upon clicking out of the field.
Note: When you change the name of a Location or Sublocation, inventory items in that Location will have the new Location name.
Change the name of a Sublocation
Click on the pencil icon to the right of the Sublocation name. Edit the name and click the Save button.
Move Sublocations from one Location to another
Click on the pencil icon to edit the Sublocation. Choose a Location from the drop-down list and click Save.
Delete a Location or Sublocation
1a. To delete a Location, select the location to be deleted on the left, then click Delete.
1b. To delete a sublocation, click the X next to it.
2. A pop-up will appear. Click Delete location to confirm. Items in that Location will no longer have that Location listed, but the items are not deleted from your Inventory.
Next Up: Learn how to edit the locations for multiple items at once using Excel
How do you move an Item in Inventory from one location to another?
Hi Chris,
Great question! To move an item, you can simply edit the Location field within the details of that Inventory item! To do this, you can head to the Inventory table, and follow these instructions: https://support.quartzy.com/hc/en-us/articles/234667767-Edit-inventory-items
Feel free to email us at support@quartzy.com with any other questions!
Can you move an Item in Inventory from one lab location to another lab location without editing/export/importing an Excel file?
Hi Anthony,
Thanks for reaching out with your question! If you have two separate Quartzy Labs, it is only possible to transfer items between them using Excel.
If you have additional feedback about why this transfer feature would be helpful, please let us know via support@quartzy.com. Thanks!