Beginning of Chapter Next Chapter

3.11.1. Site Types

3.11.1.1. Site Type

Because Sites may serve multiple purposes―as warehouses, stores, etc.―the concept of Site Types allows you to categorize how Sites are used. To access the master list of Site Types, select the "Site Types" option. The following screen will appear.

Site Types Master List

The Site Types screen displays information on all existing Site Types, including Site Type code and Site Type description.

To the far right of the list, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

PRINT

Runs the report associated with this screen.

NEW

Opens screen for creating a new Site Type.

EDIT

Enables you to edit highlighted Site Type. The edit screen is the same as that for creating a new Site Type—except that when editing, the fields will contain Site Type information. Double-clicking on a Site Type will also bring you to the editing screen.

VIEW

Highlight a Site Type and then select this button to reach a read-only view of the "Edit" screen.

DELETE

Highlight a Site Type and then select this button to remove the Site Type from the list.

Right-clicking on a Site Type in the Site Types list enables you to select from the following menu options:

Edit Site Type

Select to edit the specified Site Type.

View Site Type

Select to view the specified Site Type.

Delete Site Type

Select to delete the specified Site Type.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.11.1.1. Site Type

To create a new Site Type, select the NEW button. The following screen will appear:

Create New Site Type

When creating a new Site Type, you are presented with the following options:

Code

Enter a unique code to identify the Site Type.

Description

Enter a description to further identify the Site Type.

To the far right of the screen, the following buttons are available:

CANCEL

Closes the screen without creating a Site Type, returning you to the previous screen.

SAVE

Creates the Site Type and adds it to the master list of Site Types.