Location Details: Concepts

Concepts can be used to restrict access to or visibility of Company Products and Recipes, making them available only to certain Locations, Application Users, or for use with certain Templates. The Concepts tab allows users to create and remove Location/Concept associations.  This can also be done in the Concepts screen. (See "Concept Associations" for more details.)

 

1. Under the Corporate menu, click Locations.
2. To edit a location record, click on the Name hyperlink.

• All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).

3. Click on the Concepts tab.
4. To add one or more Concepts:

1. Click the Plus (Add) icon.
2. Click to select the appropriate Concept(s) from the list on the right. To select more than one, press and hold the CTRL key when clicking. If necessary, use the Funnel (Filters) icon to filter the list.
3. Click the [<] (Add) button to add the selected option(s) or click the [<<] (Add All) button to add them all.
4. When finished, click the (X) (Close) or (>) (Collapse) icon in the selection panel to close/collapse it.
   If you collapse the panel, you can use the (<) (Expand) icon to reopen it.

5. Click the Disk (Save) icon to save your changes.
6. To download and print these settings, click the Printer (Export) icon and select the desired options.
7. If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
8. When finished, click the X (Close) icon to return to the summary screen.

 

If necessary, you can click on a row and click the Trash Can (Delete) icon to remove it.

 

 

 

 

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