Locations
Locations in HirePOS allow you to save commonly used delivery and pickup locations so their details can be quickly selected when working with sales records. Locations can include an address, Zone, phone number and a Delivery Docket Message.
Locations can be set up as either Global Locations, available across customers, or Customer Locations, linked to a specific customer.
Setting Up a Location
To create a location:
Navigate to Setup > Delivery/Pickup Menu > Locations.
Click New Location.
Enter a unique Location/Name.
Enter the relevant location details, such as:
Customer
Address
City, State, Postcode and Country
Zone
Phone
Delivery Docket Message
Click Save New.
The Location/Name is required and must be unique.
Global and Customer Locations
The Customer field determines who the location is available for:
Global Location: Leave the Customer field blank. Global Locations are useful for common venues, worksites or other locations used by multiple customers.
Customer Location: Select a Customer to associate the location with that customer. This is useful for locations specific to a customer, such as an additional branch, site or delivery address.
Using Locations on Sales Records
When entering Delivery/Pickup Details on a sales record, you can select a previously saved location rather than entering its details manually.
Open the Delivery/Pickup Details for the sales record.
Use the Address location selector to view available locations.
Select the required Global or Customer Location.
The saved location information is populated into the Delivery/Pickup details.
This provides a consistent way to reuse commonly required delivery and pickup information.
Managing Locations
From the Locations List, you can search for existing locations or open a location to edit its details.
The Options menu also provides tools to:
Export Locations CSV File — export your Locations to a CSV fil