Manage Location Settings

Introduction

After a location has been created, settings on the location can be edited which include, Labels, Promotions, Taxes, Customers, Service Zones, Notes and Address. If a Customer has more than one location on their account, these location settings must be adjusted for all locations as each location essentially serves as another account under the customer. With the exception of Customers, Notes and Address, the other settings are based on settings set by the company on the Settings chapter.

Labels

Clicking on the Labels tab will bring up the add location labels section. Here a label can be assigned to the location based on one created by the company under the Label section under Admin. Labels are primarily used to identify the type of location the customers address is, eg, a house, an appartment, a church etc. To set a label

1. Click on the Add Location Label Dropdown to bring up a list of pre set labels

2. Select a label for the location

3. Click on Add Label to add label to the location

Once added, the location will now generate with a label under it. The label can be removed simply by clicking the X next to the label

Additional Labels can be created under Admin on the Settings page under Labels, a more detailed look into how to create labels can be seen on the Labels page

Promotions

Clicking on the Promotions tab will bring up the Add Promotions sections. Here Promotions can be assigned to the customers locations, such as discounts for being a first time user or being an suto pay customer. These settings are pre set in the Promotions sections under Admin, A more indepth look into how to set Promotions can be seen on the Promotions page.

To set a Promotion

1. Click on the Add Promotion Dropdown to bring up a list of pre set promotions

2. Select a Promotion to attach to the address

3. Click Add Promotion to add The Promotion to the Address

Once added, a promotion will now be applied to the customers account if they meet the criteria set when the promotion was created by the company. A promotion can deleted from the account by clicking on the X next to the promotion

Taxes

Clicking on the Taxes tab will bring up the Taxes section. Here taxes can be added to the customers account based on what a company pre sets as taxes under taxes settings under the settings part of admin. Some Taxes can be set to be automatically applied to every new customer such as state taxes whereas others can be added on to the account as applicable. Taxes set to automatically be applied will show up on the customers account without needing to be added and can be seen on the taxes section.

To add a tax

1. Click on the Add Tax line Item Dropdown

2. Select a Tax

3. Click Add Tax Line to add tax to address

Once all set or if the Tax Line was already added, Taxes will then be added to all services selected to be taxed for the Customer. Taxes can be deleted by clicking on the X next to the Tax Line

Customers

Clicking on the Customers tab will bring up the customers sections. This section here shows all customers associated with this address. A more in depth look at how customers can be linked to the same address can be seen on the Location Management page. Customers can also be removed from an address here by clicking on remove next to the customer that is going to be removed.

Service Zones

Clicking on the Service Zone tab will bring up the Service Zone section. Service Zones are zones created that cover a certain range with only customers that fall under that zone. Here in this scetion, Customers can be added to a zone created if they fall under that area. A more in depth look in creating zones can be seen on the Zones page. To add a zone

1. Click on the Service Zone Dropdown

2. Select A Zone

3. Click Apply to add zone to Customer Location

Once all set, the customers location will now be added to the zone selected

Notes

Clicking on the Notes tab will bring up the notes section of the Location Settings. Here notes can be added to the customer location to help communicate anything relating to the customers home, or if a driver needs to alerted of something. Notes can be wrtten in the following categories

• Description - Give a brief description of the location or anything mentioned by the customer
• Additional Notes - Anything extra that could be important with regards to the location
• Driver Alert - Any alerts that the driver should informed of before delivery
• Router Note - Notes that the router should know before the location is routed for delivery

Once all set, the notes will appear here, making it important to check the customers notes before any services are provided for the customer

Address

Clicking on the Address tab will bring up the Address section of the Locations seetings. Here the address and coordinates of the customer will appear. The address can also be edited here in the event of the customer moving

1. Click on the Edit Address & Location Button

2. The Edit Location popup will appear with the following fields that can be edited

• Address
• Address Line 2
• City
• State
• Zip Code
• Lattitude and Longitude
• Coordinate Map
  • The Lattitude and Longitude can only be edited by dragging the marker on the map itself

A more in depth look at editing accounts can be seen on the Location Management guide. Once all edits are complete, clicking on Update Location will update the customers address and coordinates