How to Assign an Inventory Item to a Storage Location

You can assign an item an exact location within a grid box structure or a general location in a non-grid box.

To learn how to create boxes and locations, follow this article. 

You can assign items manually or by importing them via an Excel (.xlsx) file. *Items can be assigned to more than one location at a time. 

To manually assign an item to a grid location:

1. Click on the box name from the location
2. Click the blue "Assign item" button or the exact grid location letter and number 
3. In the pop-out, select the inventory and item name from the dropdown lists
   1. If you clicked the "assign item" button, also select the row letter and column number for the desired storage location
4. Click "Assign" in the bottom right

To manually assign an item to a box without a grid:

1. Click on the box name from the location
2. Click the blue "Assign item" button
3. In the pop-out, select the inventory and item name from the dropdown lists
4. Click "Assign" in the bottom right

To assign items to storage locations via an Excel import:

1. Click "import items" next to the assign items button when within a box
2. Click "export current box" under the Export section header
   1. This will export the current box data and column formatting needed for importing correctly to this box
      
3. Add the Item's Name and Item ID to the Excel in the exact location ('Box position' column) if using a grid box. *If the box does not have a grid structure, simply add any new Item IDs and Item names in new lines underneath the last existing item.
4. Save the file
5. Click back on "Import items" from the box page in SciNote
6. Click "Import" and select the file just saved or drag and drop the file to the blue box in the pop-out

Reach out to your Customer Success Manager or fill out this form if you would like more information on how to enable item locations for your account. 

If you have any additional questions, please contact us at support@scinote.net.

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