How to Create New Locations
- Georgina Ganson
New Admin/Client/Tree
To add a new client to the system please follow the below steps.
Carry out a client search to ensure a profile hasn't already been created.
If it has please visit the following article to carry out the next steps: How to search and edit a Locations profile
After confirming that there is no existing profile for the client already created please continue following the below steps.
Hover over Profiles > Clients > and select Add New Client
Enter data in all Mandatory fields
(Mandatory fields are marked with an *)
Location Type
There are two options here and it depends on the size/structure of client for which type to choose. To put it simply;
Admin - If your client has multiple sites/locations under the one parent companyAdmin and Service - If your client is a single site/location
Location Function
Location Function is a field against a client profile used to record the core business activity undertaken at a location. To add a location function to your masters please visit: How to add/edit a location function
Servicing Office
Offices are used to group and match Members and Client to geographical areas.
Location Name
Enter the name of the client profile here.
Group Name
This is an optional field to allow you to group Locations together for reporting purposes.
Priority
This is a field to nominate a priority level to the client location. For further information please visit: Member and Client Priorities
Status
When first creating a client there is a 2 step process and status to select is always 'Client Future Opportunity' in this screen.
You can choose to enter data in the optional fields also.
Select Save & Continue once you have completed the fields
The process will be slightly different depending on the client type you have chosen. Each option is outlined below.
New Admin and Service
Update the profile of all mandatory fields and optional fields
Please note it is highly important that the following fields are updated as per the service location.
Address and Contact Details - Especially Address, Email and Contact Number
Reporting Office - Ensure it is the correct office for the geographical location of the client
Online Permissions - Ensure the Online permissions are correct for the service location
Tip: load another client profile to check their settings
Update all mandatory fields and change the status to Client Active
Please note: this is the basic step by step process and it is recommended to fill all profile data such as Notes, Address and Contact Details and More.
Service Location
To learn more about the client profile fields please visit:
Select Load Client Street Structure
Select the Admin Location once the client tree has loaded
Select +Add Service
Enter the location name and select Duplicate Client Location in the next screen
Update all fields to the service location details
Please note it is highly important that the following fields are updated as per the service location.
Address and Contact Details - Especially Address, Email and Contact Number
Reporting Office - Ensure it is the correct office for the geographical location of the client
Online Permissions - Ensure the Online permissions are correct for the service location
Tip: load another client profile to check their settings
Update all mandatory fields and change the status to Client Active
Please note: this is the basic step by step process and it is recommended to fill all profile data such as Notes, addresses and Contact Details and More.
After you have activated the service location please activate the Admin location.
Delivery location
To learn more about the client profile fields please visit:
Select Load Client Street Structure
Select the Service Location once the client tree has loaded
Select +Add Delivery
Enter the Delivery location name and select Duplicate Client Location on the next screen
Update all fields to the service location details
Please note that it is highly important that the following fields are updated as per the service location.
Address and Contact Details - Especially Address, Email and Contact Number
Reporting Office - Ensure it is the correct office for the geographical location of the client
Online Permissions - Ensure the Online permissions are correct for the service location
Tip: load another client profile to check their settings
Change the status to active and select Save once the profile has been updated.
Please note: this is the basic step by step process and it is recommended to fill in all profile data such as Notes, addresses and Contact Details
After you have activated the service location please activate the Admin location.
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