Setting up your locations allows you to manage important locations relevant to your business operations. Enter in onsite locations, off site locations, staff training locations, asset service locations, and PO shipping locations.
Create
In Settings click on Locations, to create a new Location, press the + Add New button to the right of the screen.
The system will navigate you to a Create Location page.
The following fields are mandatory.
Location Name
Contact
Nominate default colour on Schedule
Address details
The non-mandatory sections are:
The Track details, where Track agreement particulars can be entered for each location.
Purchase order location, where you can nominate if this location will be a location for PO deliveries and shipping address. By ticking the box "This is a Ship to Address" this will make the location available only in Purchase Requests.
Press Save Location and your new location will appear in the list in the Locations Tab. Admin users can now select the location when setting up a job or submitting a purchase request.
Handy Hint- If the same address is a Ship to Location, and a Site location you will need to create two separate Locations for each, this is because when the box is ticked on a Ship to Location this only allows the location to be chosen in a PR request and will not be available to use in a Job or Project.
Edit
To Edit a location, press the Pencil Icon next to the location name.
When you finish editing your location press Update Location to save your changes.
Handy Hint. If you happen to Delete a "Ship To" Location, (you will be able to tell this if the box is ticked in the bottom of the page This is a Ship to Address") this location will still appear in a New Purchase Request drop down list of shipping locations, however it will be greyed out and cannot be used.