Storage locations let you track exactly where each part is kept in your facility, whether that's a shelf, bin, cabinet, or any other area.
We recommend setting up your storage locations before adding parts to your inventory so that each part can be assigned a location right away.
You can add storage locations one at a time or import many at once using a CSV file. Both options are accessible from the Action button in the inventory page.
This should be done before adding your parts inventory into your Boatyard account.
Add a Single Storage Location
Click the Actions button in the top right corner and select Storage Locations. This opens a pop-up where you can view your existing storage locations and add new ones.
Click on the 'Add Location button'
Type the name of the new storage location.
Next, set the Storage Type:
Stock - for items readily available for immediate use or sale
Reserve - for items set aside for special use cases or future needs
Click Save and you're done. Repeat for each location you want to add.
Import Storage Locations in Bulk
If you have many locations to add, the CSV import is the faster option.
Click the Actions button in the top right corner and select Import Storage Locations, then download the CSV template from the import window or by clicking the template link at the bottom of this page.
Fill out the template using these two required columns:
Column | Description | Example |
Name | The name of the storage location | Shelf A, Bin 5, Cabinet 3 |
Storage Type | How the location is used | Stock, Reserve |
Both columns are required for every row. Most locations will use stock as the storage type. Use reserved for locations that hold parts set aside for a specific order or purpose.
When your list is complete, save the file in CSV format. If you're using Excel, go to File > Save As and select CSV (Comma delimited).
Back in Boatyard, upload your file and click Import. Your storage locations will be added immediately and are ready to assign to any part in your inventory.
Storage Location Import Template: