Location

Overview

Location – Business Overview

Location is a foundational business record used to define and manage the physical places where your organization’s assets are stored, used, or maintained. It helps Dafater keep asset information organized, traceable, and aligned with real-world operations.

What Location Is Used for in Business Operations

Location is used to: - Identify where assets physically exist (offices, branches, warehouses, factories, rooms, or sites) - Support accurate asset tracking and accountability - Enable better maintenance planning and inspections - Improve financial and operational reporting related to assets

By clearly defining Locations, businesses can always answer critical questions such as “Where is this asset?” and “Which assets belong to this site?”

Prerequisites and Setup Requirements

Before using Location effectively, the business should: - Clearly define its physical structure, such as branches, buildings, floors, or sites - Decide on naming standards for Locations (for example: Head Office – Floor 2 – IT Room) - Ensure responsibility and ownership of each Location is clear (who manages or controls it)

This setup ensures consistency and avoids confusion when assets are assigned later.

Typical Workflow and Business Process Fit

Create Locations
The business first records all relevant physical places as Location entries.
Assign Assets to Locations
When assets are purchased or transferred, they are linked to the appropriate Location.
Use in Daily Operations
Teams rely on Location data for asset usage, maintenance visits, audits, and inspections.
Review and Update
When assets are moved, renovated areas are created, or branches are closed, Location records are updated to reflect reality.

Location acts as a reference point across asset-related processes.

Key Business Scenarios Where Location Is Essential

Asset Tracking: Knowing exactly where high-value equipment or machinery is located
Maintenance Planning: Scheduling service visits based on asset Locations
Audits and Compliance: Verifying assets during physical audits or regulatory checks
Multi-Branch Operations: Managing assets across different cities, branches, or sites
Cost Control: Analyzing asset costs by Location to identify expensive or underutilized sites

Important Considerations for Users

Keep Location records accurate and up to date, especially when assets move
Avoid creating duplicate or unclear Location names
Use a logical hierarchy if the business has large or complex premises
Treat Location as a shared business reference, not just an internal label

Summary

Location is a critical business document that connects physical spaces with assets in Dafater. When used correctly, it improves visibility, accountability, and decision-making across asset management, maintenance, and audits.

Basic Information

Module: Assets
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
location_name	Location Name	Data	✓	-	Unique name identifying the business location in Dafater.
parent_location	Parent Location	Link		Location	Parent location for hierarchical organization within Dafater.
is_container	Is Container	Check		-	Indicates location can contain other locations or assets.
is_group	Is Group	Check		-	Marks location as a grouping node, not an operational site.
latitude	Latitude	Float		-	Geographical latitude for mapping and attendance validation.
longitude	Longitude	Float		-	Geographical longitude for mapping and attendance validation.
remoteattendance_km	Remote Attendance / KM	Float	✓	-	Allowed distance in kilometers for remote attendance marking.
area	Area	Float		-	Physical area size of the location.
area_uom	Area UOM	Link		UOM	Unit of measure used for the location area.
fetch_geolocation	Fetch Geolocation	Button		-	Fetch latitude and longitude automatically using map service.
location	Location	Geolocation		-	Geolocation coordinates stored for mapping and tracking.
lft	lft	Int		-	System-managed value for location hierarchy ordering.
rgt	rgt	Int		-	System-managed value for location hierarchy ordering.
old_parent	Old Parent	Data		-	Previously assigned parent location before hierarchy change.

Permissions

Role	Read	Write	Create	Delete
System Manager	✓	✓	✓	✓
Agriculture User	✓	✓
Stock User	✓	✓	✓	✓
Accounts User	✓	✓	✓	✓
Agriculture Manager	✓	✓	✓	✓
Stock Manager	✓	✓	✓	✓

DocType	Relationship	Module
Asset	Linked from	Assets
Asset Capitalization	Linked from	Assets
Branch	Linked from	Setup
Finger Print Integration	Linked from	Dafater Integrations
Real Estate	Linked from	Dafater Property Management
Serial No	Linked from	Stock
Location	Links to	Assets
UOM	Links to	Setup