Entering new Location data happens in Create Location dialog:
Status: location status. Possible values are Active and Inactive. If a location is in status Inactive, it is still visible in Locations table, but it is not displayed in Upcoming Services widget on Dashboard.
You can easily identify inactive Locations as they are marked in grey.
Code (Mandatory): here you can enter alpha-numeric values to identify the location. If you don’t have your own location numbering scheme, the system will generate sequential numbering for you (by default).
Name (Mandatory): enter location’s name that will help you easily identify it.
Address Line1: enter location’s address. This field, along with Town/City, State/Province, ZIP & Country is used to identify geographical location of the Location on the map.
Address Line2: some additional address info if needed.
Enter name, phone and e-mail for your contact person at the location. Name and Phone will be displayed in the mobile application and also on Trip Service Sheet report along with location address details.
To define what commissions will be paid to the location, use Commissions section.
You can also set up and modify commissions data later, using Edit Location.
In this section system lists all defined Tax Types and you can enter the rate for the taxes which are applicable for this Location.
Tax Rate accepts numeric values, within range of 0-100. If a Tax Type is not relevant for this location, enter 0 (zero) in Tax Rate column.
Free-text comments on the location. Will be displayed in mobile application and also on Trip Service Sheet report.
Enter in free-text location’s open hours. Will be displayed in mobile application and also on Trip Service Sheet report.
If you want to visit the location on a fixed schedule, for example every Tuesday, use Service Pattern section to describe how often and on which days you want to execute the visits.
Daily - use if you want to visit the machine every X days. Examples:
Weekly - use if you want to visit the machine every X weeks and on certain week days. Enter number of weeks and optional the days of the week. Examples:
If you ommit week days and enter only every 2 weeks, machine will be visited every 14 days.
Define which are the working days for this location. This data will be used in the calculation of vends per day of products and will help for more accurate predictions of products sales.
When you are ready with entering location data, click button
Save to complete creation process. The system will position the location on the map acording to address data that you entered. You can see the map when you open View/Edit Location screen.