📌 Note: The screenshots and settings shown in this article may not match what you see in your own platform, as Rosterfy is highly customisable. If you need guidance specific to your setup, please contact our support team.
Track separate stock levels across multiple locations and automatically deduct distributed item bundles directly from each assigned venue or location. Items can be added, transferred, viewed and deleted from a location from two modules within the Rosterfy platform: via Rewards and Recognition, and via Locations.
💡Tip: An Item must be created first before it can be added to a location. See the Create and Manage an Item article for more information.
💡Tip: A location must also be created for the item to be assigned to. See the Create and Update a Location article for more information.
IN THIS ARTICLE:
Add an Item to a Location
Add items to any location through either the Locations module or the Rewards & Recognition module.
Via Rewards and Recognition
Click Users > Rewards & recognition.
Click the Location Items tab.
Click the Add button. The Add Item window appears:
Click the Rewards and recognition item dropdown menu to select the item.
Enter the Quantity of the item to be stored at the location.
Click the Location dropdown menu to select the location where the items are to be stored.
Click the Submit button.
Via Locations
Click Headcount > Locations.
Click the Items tab.
Click the Add button. The Add Item window appears:
Click the Rewards and recognition item dropdown menu to select the item.
Enter the Quantity of the item to be stored at the location.
Click the Location dropdown menu to select the location where the items are to be stored.
Click the Submit button.
Transfer an Item to a Different Location
You can transfer items to a specific location directly through either the Locations module or the Rewards & Recognition module.
Via Rewards and Recognition
Click Users > Rewards & recognition.
Click the Location Items tab.
Click the More Actions menu on the item you wish to transfer to another location.
Click Transfer to Location. The Transfer Item to Location window appears:
Click the Transfer To dropdown menu to select the location you wish to transfer the items to.
Enter the Quantity of items you wish to transfer to the location.
Click the Transfer button.
Via Locations
Click Headcount > Locations.
Click the Items tab.
Click the More Actions menu on the item you wish to transfer to another location.
Click Transfer to Location. The Transfer Item to Location window appears:
Click the Transfer To dropdown menu to select the location you wish to transfer the items to.
Enter the Quantity of items you wish to transfer to the location.
Click the Transfer button.
View an Item at a Location
Location total stock displays all items currently on-site, excluding any already packed into bundles or distributed. These available item quantities can be viewed and managed for any venue within either the Locations module or the Rewards & Recognition module.
Via Rewards and Recognition
Click Users > Rewards & recognition.
Click the Location Items tab.
Click the More Actions menu on the item you wish to transfer to another location.
Click See Items at Location. The location displays a list of all items assigned specifically to it.
Via Locations
Click Headcount > Locations.
Click the More Actions menu on the location whose assigned items you wish to view.
Click Items. The location displays a list of all items assigned specifically to it.
Delete an Item From a Location
All remaining stock of an item must be fully consumed or reallocated from a location before that item can be deleted from a location.
⚠️ Warning: It is recommended to keep a record active unless you no longer plan to stock the item at the specific location. Deleting it will permanently erase all associated distribution and damage statistics.
Via Rewards and Recognition
Click Users > Rewards & recognition.
Click the Location Items tab.
Click the More Actions menu on the item you wish to remove from a location.
Click Delete. The following window appears:
Click the Yes button.
Via Locations
Click Headcount > Locations.
Click the Items tab.
Click the More Actions menu on the item you wish to remove from a location.
Click Delete. The following window appears:
Click the Yes button.