Locations

The Locations screen includes general information about each location, such as the address and phone number, as well as detailed preference settings regarding the location’s point of sale system, sales tax information, and supply locations. Departments and customers are created for each location, and application users only have access to the departments and customers of the location(s) to which they are assigned in the Application Users screen. An inventory post calendar also must be created for each location in the Financial Calendar screen.

1. Under the Corporate menu, click Locations. The summary screen will open. To find an existing location, you can use the Code, Name, Market Search field or use the Funnel (Filters) icon to filter the screen.

To see a list of the screen columns and descriptions, click HERE.  {Concepts Note}: If a location is linked to one or more Concepts, it will only be visible in the summary screen if the current application user (at corporate) or location (non-corporate) is linked to one or more of the same Concepts. If a location is not linked to any Concepts, it will be visible to all users/locations. See "Concepts" for more information.

• Code – The Code for the location.
• Name (link) – The Name of the location. Click the link to open the Location Details screen.
• Phone – The Phone number for the location.
• Fax – The Fax number for the location.
• Create User – The User ID for the user who created the record.
• Create Date – Date the record was created.
• Last Edit User – The User ID for the user who last edited the record.
• Last Edit Date – Date the record was last edited.
• Franchise Entity (Franchisors only) – Displays the franchise associated with the Location.
• Location Market – Displays the name of the Market associated with the Location.
• Active – Displays 'Y' or 'N' to indicate the status of the location.

2. To create a new location, click the Plus (Add) icon. To edit an existing record, click on the Name hyperlink.  {Franchise Note}: Only franchisors will be allowed to create new locations.
3. The screen is divided into multiple tabs. Fill in all required fields (noted with an asterisk) and any other applicable information about the product on the Location tab.
4. If necessary, click on one or more other tabs to enter data in that section of the screen.  Click on the toggler below for links to these tabs to see details about the specific data entered in each section.
5. When finished, click the Disk (Save) icon to save your changes.
6. From the details screen, you can click the Printer (Export) icon to download and/or print the detailed settings for the selected location.
7. When finished, click the X (Close) icon to return to the summary screen.
8. From the summary screen, you can click the Printer (Export) icon to download and/or print the list of locations displayed (based on filter settings).
9. When finished, click the Home (Dashboard) icon to exit the screen.

 

 

 

 

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