location-dotLocations

1. Feature Overview

Locations in tamato define the physical places where assets are installed and maintenance work is performed. They provide a structured way to organize companies, sites, warehouses, and sub-locations.

This feature exists to give maintenance teams clear spatial context for work, assets, and inventory. Well-defined locations improve planning, navigation, and reporting accuracy.


2. When to Use This Feature

Use Locations whenever maintenance activities need to be associated with a physical place.

Typical use cases include:

  • Creating company sites, warehouses, or facilities

  • Structuring buildings, floors, or areas hierarchically

  • Assigning assets, work orders, and inventory to locations

  • Supporting multi-site operations and reporting

Locations are typically used by:

  • Maintenance managers setting up system structure

  • Technicians locating assets and work areas

  • Operations teams needing site-level visibility


3. Step-by-Step Instructions

To create a new Location in Tamato:

  1. Navigate to Locations

  2. Click Add New Location

  3. Fill in the required fields:

    • Title (required)

    • Select Parent Location (optional)

    • Type: select Company or Warehouse (required)

    • Street Name (required)

    • Street Number (required)

    • Postal Code (required)

    • City (required)

    • Country (required)

    • Check Billing address is the same as shipping address if no separate address exists (required)

    • Description (optional)

  4. Click Create

The location is created and stored immediately.


4. Field Explanations

Title (required)

The name of the location.

Best practice: Use clear, recognizable names (e.g. “Warehouse Frankfurt – Main Building”).

Parent Location (optional)

Defines hierarchical relationships between locations.

Best practice: Use parent locations to model sites, buildings, and sub-areas.

Type (Company / Warehouse) (required)

Specifies the category of the location.

Best practice: Choose the type carefully to support reporting and structure.

Street Name / Street Number (required)

Physical address of the location.

Best practice: Enter official address details for consistency.

Postal Code / City / Country (required)

Geographical details of the location.

Best practice: Ensure accuracy for multi-site operations and documentation.

Billing Address = Shipping Address (required)

Indicates whether billing and shipping addresses are the same.

Best practice: Enable this option unless a separate billing address is required.

Description (optional)

Additional information about the location.

Best practice: Use for access notes, operating hours, or internal references.


5. What Happens After Submission

After submission:

  • The location becomes available across the system

  • It can be assigned to assets, work orders, preventive maintenance, and parts

  • Child locations can be added under the parent location

  • No approvals or notifications are triggered by default

The location becomes part of the structural foundation of the system.


6. Permissions & Roles

Permissions depend on user roles:

  • Maintenance Managers can create, edit, and delete locations

  • Technicians can view locations and use them in work execution

  • Other users may have view-only access depending on configuration

Users without sufficient permissions cannot modify location data.


7. Common Mistakes & Tips

  • Avoid creating duplicate locations with slightly different names

  • Use parent locations to keep structures clean and scalable

  • Keep address data accurate and complete

  • Use consistent naming conventions across sites

  • Add descriptions for locations with special access requirements


8. Short Summary

Locations provide the physical structure for all maintenance activities in Tamato. They connect assets, work orders, and inventory to real-world places.

Well-organized locations improve clarity, efficiency, and reporting across maintenance operations.

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