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Note: Locations have now been renamed organizations: see wiki here.

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Assuming in your project there are 3 mobile workers and each of them manages the inventory of 2 facilities. The first thing to do is to bulk upload 6 clinics. To do this, you first go to Users and select Organization Structure. Go click 'Bulk Upload', and then download the organization structure.

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In this example we updated the location hierarchy to what is pictured below. Each level in the hierarchy is represented by a tab in the download.

In the download, Site code is the unique identifier in each tab that differentiates locations from one another. It must be assigned to each level of location from top level to the bottom level. For each tab in the Locations.xlsx (except the first tab), parent_site_code is the site_code in the previous tab.

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Save the excel file and upload it. Once it is successfully uploaded, select 'Manage LocationsOrganization Structure' and you should be able to see the , in this example, three districts and clinics within each district. 

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Archiving locations


Archiving locations is a way to remove inactive locations from users phones, reports, and active data.  It is a completely reversible action.  It does not delete any data from a project space, but rather it hides it from users so that it doesn't throw off data about active locations.
As supply chain projects grow and evolve, it's important to be able to adjust the number and organization of locations.  This feature allows you to remove and re-aggregate facilities that report stock, as well as to reorganize the structure of the location hierarchy to allow you to group facilities differently.
You can archive a location by navigating to CommCare Supply's Setup tab, and selecting Locations from the dropdown menu.  There you'll find your project's locationhierarchy.  Next to each location, you have the ability to edit or archive a location.
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When you archive a location the following will happen:
  • Archiving a location that has facilities or location groups below it (eg. archiving an entire region under which are districts, under which there are individual facilities), all locations beneath the archived location will also become archived
  • Mobile devices which have synced since archiving the location will no longer be able to report on that location, and the supply-point case associated with that location will be closed.
  • Mobile devices which have not synced to the server will still be able to report information about that location, even though it is archived.
  • Any archived location will be filtered out of CommCare Supply reports unless the user specifically selects that they be included in the search.
  • Archived location will no longer be included in the bulk excel download of locations.
  • Un-archiving the location will allow mobile users to once again report information about that location, it will reopen the supply-point case associated with any locations reporting stock, and these locations will once again automatically be included in the standard CommCare Supply report filters.  All values will be the same as were last reported about that location.