Setup your Area Locations/Branch/Store
This article lists the steps to add/edit/delete/restore locations after the companies or departments have been created.
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Last Update 3 個月前
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Once you set up your account in SimplChek, the next step is to configure your company location. Each company or department may have multiple locations.
Creating a New Location
1. Log in to the admin portal on your computer.
2. Navigate to Setup > Locations. The Location List screen appears:
3. To create a new location, click the Add button on the right-hand side of the screen. The Add Location screen appears:
4. Select the company (if you have more than one) to which you would like to assign the location. Once completed, you may make changes to the following fields:
Location Name
Location Code
Time Zone
Address
Postcode/Zip code
To Email (email of the manager/person responsible on-site)
CC Email
Tags
Note: The Location Name is mandatory. However, the other fields are optional.
5. Click the Save button.
SimplChek Super Tip: We highly recommend creating a 'Test' location first where you can perform tests or use them for training purposes.
Editing an Existing Location
The Edit Location screen appears, where you can make the desired changes.
Deleting or Archiving a Location
The deleted locations appear under the Archived/Deleted tab:
Restoring a Location
1. To restore a deleted location, navigate to the Archived/Deleted tab.
2. Locate the location you want to restore.
3. Click the three-dots icon and then click Restore, as shown in the following image:
The deleted/archived location is restored to the Locations tab.
From a mobile device, click on Import Settings to re-import the latest changes made in the Admin Portal.