Locations
In HirePOS, businesses can enhance their invoicing process by utilising the Delivery/Pickup Locations feature. This functionality allows users to create and manage common venues or locations, which can be integrated with Zones to improve sales records and operational efficiency.
Setting Up Locations
To create a new Delivery/Pickup Location, please follow these steps:
Navigate to Setup > Delivery Pickup > Locations > New Location.
Enter the necessary information that will be utilized in the Delivery/Pickup details of an invoice when selected on a Sales record.
Customer Specific Locations
The Customer field at the bottom of the location setup determines whether the location is associated with a specific customer. If this field is left empty, the location will be classified as a "Global" location. Below is the distinction between the two types of locations:
Global Locations: These can be selected for any customer and refer to a location that is not tied to a specific customer. This is particularly useful for common event venues or recurring locations utilized by multiple customers.
Customer Location: This type of location is linked to a single customer only, such as a secondary branch of a customer.
Using Locations
Once you have created a location, you can easily select it in the Delivery/Pickup Details section of a sales record by following these steps:
Click the dropdown arrow on the Address field to view a list of available locations.
You can toggle between Global and Customer specific locations using the radio buttons in the dropdown menu.
The information will be automatically populated based on your selected Location.
By effectively utilising Delivery/Pickup Locations in HirePOS, businesses can efficiently manage and track their sales operations, leading to improved productivity and customer satisfaction.