Facilities

Facilities represent the physical and virtual places in your organization. Each facility has its own inventory, tasks, and feed, so keeping them set up correctly is important.

Viewing Your Facilities

Head to the Locations page in the web app to see all your facilities at a glance. You’ll find each facility’s name, address, type, and how many users are assigned to it.

Adding a New Facility

To add a facility:

1. Go to the Locations page and click Add Locations.
2. Enter the facility name.
3. Enter the address (for physical facilities).
4. Choose the facility type.
5. Click Save.

Facility Types

FastQuery supports three types of facilities:

Store

A physical retail facility where customers shop. Stores have a street address and map coordinates. This is the most common type — your actual brick-and-mortar stores.

Warehouse

A distribution center or supplier warehouse. These represent your wholesale partners like Ace Hardware, Orgill, True Value, and Do it Best. Warehouse access is requested per supplier from the Integrations page (see Warehouse Suppliers); once your request is approved, everyone in your organization can reference that distributor’s product information when placing orders.

Virtual

A headquarters or administrative facility that doesn’t have a physical storefront. Use this for your corporate office or any facility that needs to exist in FastQuery for organizational purposes but isn’t a place customers visit.

Editing a Facility

Facility details are edited right in the grid on the Locations page: double-click a striped cell (name, address, or nearby locations), make your change, and click Save Changes in the top-right corner. Nothing is saved until you do — Discard throws away pending edits, and the app warns you before you leave the page with unsaved changes.

Nearby Locations

Every store keeps a list of nearby locations — sister stores its staff can also work with. When you assign someone a primary store, they automatically get everyday access to that store’s nearby locations too: they can look up inventory, follow tasks, and post to the feed there without being added to each store one by one.

By default the list is geographic — the closest stores by distance — and it updates automatically as you add locations.

Curating the list

If your stores are grouped by brand or region rather than distance, you can hand-pick any store’s nearby list. Double-click the Nearby Locations cell, choose the stores, and click Save Changes. A hand-picked list shows a (curated) marker and stops following geography: adding new locations later won’t change it, and it isn’t limited to the closest few stores — whatever you pick is what staff get.

Reviewing the permission changes

Because nearby lists drive store access, saving a change opens a Review Nearby Changes dialog before anything is applied. It lists every affected person with the access they would gain (green) or lose (red) at each store. Some entries simply bring a person back in line with their role, so the list can be bigger than your edit. People with hand-customized permissions are marked (custom): their changes are a careful best-effort, and any extra access that was granted by hand is kept (shown as =).

You have two ways to save:

• Accept — saves the nearby lists and applies the permission updates shown.
• Skip — saves the nearby lists but leaves everyone’s permissions exactly as they are.

How Facilities Affect Access

Facilities are a key part of how FastQuery controls data access. When you assign a user to a facility, they can see that facility’s inventory, tasks, and feed content. They see only the facilities they’re assigned to — and what they can do at each one can be fine-tuned facility by facility (see Customizing access).

Admins can see all facilities regardless of assignment. For more on how roles and facilities work together, see Roles and Permissions.

Primary (home) facility

Every user has one primary facility — their home store, the place they work most of the time. You set it when you invite or edit someone, in the Primary Location field.

The home facility matters for a couple of reasons:

• It’s the facility a user lands on by default when they open the app.
• For people with the User role, it’s where they can create and manage tasks. At other facilities they’re assigned to, they can still view what’s going on, post to the feed, and count inventory — but task creation stays at their home store. (Managers can run tasks across all of their assigned facilities, so this distinction mainly affects Users.)

A user’s home facility should be one they’re actually assigned to. To move someone’s home store, edit their Primary Location on the User Management page.

Each Facility Gets Its Own Data

Every facility maintains its own:

• Inventory — synced from your POS system for that store
• Tasks — counting tasks, shelf checks, and other to-dos
• Feed — news and updates relevant to that facility

This keeps things organized and ensures your team sees the information that matters to them.