How to Create New Locations

To add a new client to the system please follow the below steps.

1. 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. 

2.  Hover over Profiles > Clients > and select Add New Client 

3. 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 company. Admin 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

1. 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

 

Update all mandatory fields and change the status to Client Active

Service Location

To learn more about the client profile fields please visit: 

1. Select Load Client Street Structure

2. Select the Admin Location once the client tree has loaded

3. Select +Add Service

4. Enter the location name and select Duplicate Client Location in the next screen

5. Update all fields to the service location details 

• 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

 

Update all mandatory fields and change the status to Client Active

After you have activated the service location please activate the Admin location.

Delivery location

To learn more about the client profile fields please visit: 

1. Select Load Client Street Structure

2. Select the Service Location once the client tree has loaded

3. Select +Add Delivery 

4. Enter the Delivery location name and select Duplicate Client Location on the next screen

5. Update all fields to the service location details 

• 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

Change the status to active and select Save once the profile has been updated.

After you have activated the service location please activate the Admin location.