Can I create sub locations?

Sub-Locations can store assets within larger locations. For example, a building could be a location and each floor could be a sub location. Or, a company can be a location and each department within the company could be a sub location.

To start, you can set a custom label to overwrite “sub locations” to better fit your business needs: 

1) Set a custom name for sub-locations that fits your business needs:

Click “Settings” > “General”  

Look for the input for, “Sub Locations Custom Label Name”

This is where you can use custom text instead of displaying the default, “Sub Locations” in your Reftab account. Click, “Save System-wide Settings” when done: 

Make a current location, a sub location:

1) From the Locations page, click ‘Edit Location’ on the location you would like to convert to a sub-location

You’ll see a new option, “Parent Location” This is where you can select a parent location of this current location. 

To create new sub locations: 

1) Create a sub-location

Click “Locations” in the navbar and click on any location 

Click the name of the location in the gray navbar

This page allows you to edit/view all of the details of this location. Click “Add Sub Location” (Note, your button may display different text) 

Fill out the details and click ’save’

Once saved, you can click on your sub location and add assets / accessories / license to this sub location: 

To go back to your parent location, click the name of the location in the breadcrumbs