The Location Administration page allows you to manage up to five levels of locations and managers.
To get to the Location Administration page, start at the main Admin Page.
Select a client, and then you can either head to the Clients tab and use the Add/Edit Locations link, or simply use the Quick Jump bar!
To get around this page, you will want to use the Levels & Groups dropdown. Once you are satisfied with your selection, simply hit the GO button to display the data belonging to the chosen level.
Location Levels can be named to your client's specifications to match your client's internal structure.
The different levels are based on and correspond to the hierarchy levels of the client. The default names for the levels of locations from smallest to largest are as follows: level 1 is location, level 2 is district and level 3 is region.
There are two additional levels that can be defined (Divisions and Areas, in this example), and you can do that as well as rename the location labels on the Client Settings page.
Levels 2 to 5: To read on the details of higher levels (subdivisions), head to a different help article dedicated to the Subdivision (Level) Administration.
Location Groups is a yet another classification that distinguishes locations from something other than the location levels 1 through 5. For example, a regular sized grocery store can be Group #1 and a super-sized grocery store can be Group #2. This way you can have both regular and super stores in the same location level but still generate different score results for each.
Same as the location labels, the group label can be changed on the Client Settings page.
While Location Groups and Unlimited Location Groups might share the name, don't mix them up! You can read about the latter in a different help article.
Also note that location levels as well as location groups reside within one client and use the same survey and reporting where each category gets scored.
Locations (Level 1)
Displays a list of all locations created. Information on each location is as follows: Location ID, Name, Levels defined, City, State, and Country. If there are additional levels (such as Division and Area in this case), they will be shown as well. The Group filter will be displayed only if you are using Groups.
By default, the list is sorted alphabetically by the location name, but you can re-sort the results by using any of the underlined column titles.
To view only certain locations, use the ID, Name, Level Filter, Group, State, or Country fields to specify the category you want to see.
Any location that has an asterisk at the end of its location name is a deactivated location.
The yellow note icon next to the location ID means that this location has a Sticky note. You can simply click the icon to read, edit and delete the note.
Add a Location
To add a new location, use the Add Location button.
Location details
There are a couple of required fields that you will need to fill in: Location ID, Location Name, Address, City, State, and Country. The rest you can leave blank, as you will be able to edit the location details after creation as well.
Location ID (also known as UserLocID) is a field that can have both letters and numbers. Two locations can share the same Location ID, although this is not recommended.
Location Name is the name of the Location. Two locations can share the same Location Name, although this is not recommended either.
Two locations cannot share the same Location ID AND Location Name.
Address 1 is used for mapping, and is therefore required.
Address 2 is reserved for more detailed information on finding the location, but is not used for mapping. Is is recommended you will it in, nevertheless.
Zip/Postal Code is required if you plan to autoschedule shops to shoppers who live in matching states, and if you want to post on the job board and allow Zip code/distance searching.
Area Code is required if you plan to autoschedule shops to shoppers who have designated area codes they are willing to shop in.
You can use the Location Importer if you want to add or update multiple locations.
If you have not created any Groups and want to assign this location to one, simply use the Add Group button. This will open a Group Administration window, allowing you to name and create a new group.
Location Managers
The Location Administration page also allows you to add and edit both level managers and the levels themselves. If you want to simply create a location and move on, you can do so, as this part is not required for location creation.
For each level of management that you have (up to 5 possible levels, depending on your setup), select level manager and level name (not required).
If you have not created a manager for the level, you can use the Add Manager button in the right column.
This will open the Manager Administration window, allowing you to enter the needed information.
To add a level manager through this window, you will need to enter the required fields: First Name, Last Name, Manager Login and Password.
On the other hand, if you want to add a new location level, simply use the Add Level button.
This will open a Level Administration window, prompting you to enter the needed information. The required field for this is the Level name.
Once you complete all the fields required to add a location, simply use the Save Changes button!
Edit a Location (Level 1)
To edit an existing location, use the Edit button at the end of the location row.
The Location Administration page will display all the associated information, including the location Stickies (if there are any). If the location belongs to a group, you will be able to
Above the Location information display, there are four options for you to use:
- Delete Location
- This is only possible if there are no shops associated with this location.
- Deactivate Location
- This is always possible. There are different reasons why you would want to do this: for an example, a location could be temporarily closed. Or, it could be permanently closed, but since it already has shops attached to it, deletion is not possible.
- Deactivate Location & Exclude shops
- This option will deactivate the location and set all the shops attached to it to the Excluded status. If you need to, you can refresh your memory on job statuses in a different help article.
- Return to list
- This option will simply return you to the main Location Administration page.
- (Activate Location)
- If a location has been deactivated, the two buttons dealing with deactivation will be replaced with this button.
- Keep in mind that, if you use Deactivate Location & Exclude Shops button, even if you re-activate the location, that will not update the status of the excluded shops!
Groups
Location Groups is a classification that distinguishes locations from something other than the location levels 1 through 5, as mentioned previously. While the name is quite similar, don't mix up these regular groups with Unlimited Location Groups!
Once you select the Groups option from the Levels & Groups dropdown and hit the GO button, the Group Administration page will open, displaying all the groups you have created, with their Group Names and IDs.
To add a group, simple use the Add Group button. The new page that opens will allow you to ender the Group name, while the Group ID will be automatically generated by the system. The ID start with 1 for the first group created and then increments by 1 for each new created group.
Using the EDIT button allows you to edit the Group Name, as well as to Delete Group. Keep in mind that deleting the group is only possible if that group has no locations already associated with it.
