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Create Location

This tutorial explains how to create and configure a new location in the App.

Video Tutorial

1. Select Company Store

Choose the Company Store where you want to create the new location.

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2. Open Locations

Click Locations to view and manage existing locations.

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2. Select Company Store

Choose the correct Company Store where you want to create the new location.

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3. Add Location

Click "Add Location" to begin creating a new location.

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4. Enter Location Name

Enter the name for the new location.

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5. Location Number

The system automatically generates a Location Number, but you can modify it if needed.

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6. Recipient Details

Enter recipientthe contactrecipient's details (name and email)email address if required for shipping.

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7. Select Location Type

Choose the appropriate Location Type.

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8. Set Location Status

Select the appropriate status:

  • Select Opened if– theThe location is active
  • Select Planned if– itThe location is not yet ready to open

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9. Location Phone

Enter the location’s phone number.

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10. Select Default Retail Operations Manager

Choose the default Retail Operations Manager (ROM/DM) for the location.

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11. Select Location Tag

Assign a Location Tag if required.

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12. Assign Additional Retail Operations Manager

Add moreadditional Retail Operations Manager (ROM/DM) users if necessary.needed.

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13. Open Mailing Address

Click MailingAddress Address to enterconfigure addressthe details.location's address.

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14. Enter Address Information

FillEnter in allthe required mailing address fields.information for the location.

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15. Open Shipping Addresses

Click Shipping Addresses to manage shipping information.

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16. Enable Same as Mailing Address

Enable Same as Mailing Address to copy the mailing address to shipping.

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17. Confirm Shipping Address

Once enabled, the system will automatically fill the shipping address fields.

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18. Open Users Section

Click Users to manage users assigned to this location.

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19.16. Save Location

Click Save to create the location and apply allyour changes.

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You have successfully created and configured a new location, including addressits details,address, roles,managers, and user assignments.

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