Location Groups

Location Groups

Location Groups Overview

Location Groups are the collection of the different locations put into one group. If some of the locations are in the same region/zone and all the setups/configurations are similar, you can put them into one group to apply all the configurations just by selecting that location group.

Location Groups will be utilized in different modules, such as applying discounts/buydowns, assigning vendors and vendor parts, getting the report data by grouping location groups or filtering the specific location group(s), and many others.

1. Reaching "Location Groups"

To reach "Location Groups" (Navigation 1):
  1. Step 1: Log into Control Center
  2. Step 2: Choose Locations
or  (Navigation 2)
  1. Step 1: Log into Control Center 
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Maintenance
  4. Step 4: Choose Locations
Figure 1.1 below will help you understand the navigation better.

Figure 1.1

To assign and manage the locations in the group, you will see the "Manage Location Groups" button on the top-right side of the Locations listing page. By clicking this button, you will see the window named Manage Location Groups to manage the groups and assign the locations. You can add/edit/delete the groups from here. 


Figure 1.2

2. Adding a New Location Group

By clicking "Add Location Groups," you will get a pop-up to enter the name of the new group. Generally, the names of the groups depend on regions/geography.


Figure 2.1
Enter the name of the location group and click the "Create" button. After clicking the "Create" button, the new group will be added to the list.

Figure 2.2

3. Assign Locations to a Location Group

You can assign and manage the locations in the group by clicking the "Assign Locations" button.

Figure 3.1
By clicking "Assign Locations," you will see the Manage Filters window to select the location.
Select the locations on the left side and move them to the right side. You can select the locations in more than one location group as per requirement.

Figure 3.2
You can remove any location if no longer needed in the group just by clicking the Remove (red X) button. 

After managing the locations for this group, click the "Apply" button, and the locations will be assigned to the group.

4. Edit/Delete a Location Group

You can edit the location group by clicking the Edit button.

Figure 4.1
You can delete the location group from the list by clicking the Remove (red-crossed) button. When you click the Remove button, an alert will appear on the screen asking for confirmation to delete the location group.

Figure 4.2
By clicking the "Yes" button, the location group will be removed. But if the group has any locations still in it, you will get the "Unable to Delete Location Group" alert. You must go back and remove all locations from the group.
Note: To remove the location group, you need to remove the locations from the Selected List primarily. After that, you can delete the location group from the list.

5. Select Location Group

When you are creating the new location, you will get a drop-down menu to select a location group from the list.

Figure 5.1

You can assign the location to more than one group. Later, you can change (add/remove) the location group by editing the location or by navigating to "Manage Location Groups."

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