Each User account must be linked to a Location. These Locations do not have accounts to login with, but are for information, reporting & filtering purposes. Depending on your business, these may be physical stores or offices, remote sites, or territories.
To create a new location:
- Click Admin
- Click Location Management
- Click Create New Location
- Enter all the required details:
- Location Name
- Location Type (Tutorial for Location Types here)
- Address including Street Number, Street Name, Suburb, State, Postcode, and Country
- All other fields, including regions and custom fields, are optional. You can fill them out now if you know the information, or at a later time.
Note: Only "Basic Regions" can be added, any "Smart Regions" will automatically apply and cannot be manually chosen.
- For more info on regions, click here.
- For a tutorial on custom fields, click here
- Click Submit when done.
- You can now select the Location from the drop down list when creating a User, and it will automatically display across various areas across the system, depending on what Op Central package(s) you have.
To edit an existing Location:
- Click Admin
- Click Location Management
- Click the Edit button (under Actions) on the Location you want to change.
- Make changes as needed, then click the Submit button on the bottom right.
- You can Export all the stored information for this Location via the Export button, which is found under the ellipses in the top right corner. The system will prompt a download of ZIP file which includes an Excel file and any attached documents in their original file types.
If you have the Financial Reporting integration (included in Connect Central), then you can also manage the Location's integration settings from the ellipses as well.
- Once you click Submit, all changes will take effect immediately across the various areas of the system.
For information on Deactivating or Deleting a Location, click here.