Inventory setup: Location groups and types

Estimated reading: 2 minutes

Setup location groups to use with multi-location inventory (MLI) configured practices. They are useful for practices with departments, satellite clinics, and separate facilities for tracking inventory information or orders per group. Groups can also be associated with a practice when configured for Multi-Location Single Database (MLSD).  Location types provide an additional way of defining locations.

Before you start

  • Security access to Inventory – Location Group List, Inventory – Location Group Maintenance, Inventory – Location Type List, Inventory – Location Type Maintenance dialogs.
  • Multi-location inventory (MLI) determined to be appropriate for your practice’s inventory management needs and turned on for your database.


  • If Location groups or location types are not visible on your Inventory menu, MLI is not turned on. Please contact support for assistance.

Setup location groups

  1. Inventory > Location Groups
  2. Click New or select from the list and click Edit.
  3. Enter a group description using up to 40 alphanumeric characters/spaces.
  4. Optional for MLSD configured practices only: Select a practice to associate to the location group.
  5. Change status to inactive, if needed.
  6. Click Save.

Setup location types

Note: location types are only used to optionally define a location. There are no other inventory or reporting functions available.

  1. Inventory > Location Types
  2. Enter a description of up to 40 alphanumeric characters/spaces. Example: Lock box or closet.
  3. Click Add.
  4. To delete a location type: Select the location, click Delete, and click Yes to confirm.

Additional information

Location groups and types

Related reports

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  • Cost Report
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  • Want List
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