Adding Locations

PLEASE READ : Many of our clients are billed by the number of active locations on their account.  Keep in mind that if you or a user is creating or requesting a new location, it might result in additional monthly membership fees.

• Adding via Backend
  • Find the customer account of the user requesting a new location by searching the customer page
  • After locating the correct customer click on the name
  • You will now be on the landing page showing the core metrics of this customer
  • Click “Locations” from the right hand column
  • Click the green “Add” button on resulting page
  • Fill in all starred & required fields
    • Title: Not starred but still required. Should be the name of the park or apartment complex
    • Address: USPS address verification is utilized. Will only accept the standardized address. System will provide suggest format if there is any discrepancy
      • If the system will not accept an address and as no suggestion as to what it should be, proceed to USPS site and search for a valid address to use
        • If address is still not accepted, consider using a direct upload.  See article on uploading
    • City
    • State
    • Zip
    • Phone number: Not required by suggested
  • Click “Create Location”
  • If done correctly a verification screen will display the information you input
  • Latitude and Longitude should display automatically if the location geocoded correctly
    • geocoding is necessary for location based vendors (Sherwin Williams) to function
    • If these fields are empty, use a GPS Converter to obtain the proper coordinates
      
      
  • Confirm with original requester that location is active and ready
    • Remind them that users must be assigned to new location by their account admin. If they request you do it, see section on Assigning Locations
• Adding via the Frontend
  • Frontend additions can be done by a user or via shadow session page
    • Users 
  • Click “Add Location”
  • Fill in all starred & required fields
    • Title: Should be the name of the park or apartment complex
    • Address: USPS address verification is utilized. Will only accept the standardized address. System will provide suggest format if there is any discrepancy 
      • Clicking the blue link will auto populate to the standardized address
    • Phone
    • City
    • State
    • Zip
  • Click “Create Location”
  • If done correctly, you will be taken immediately to the newly created location page
  • From this page you can assign any and all users who need to access this location by clicking “Assign Members”
    • This must be done one at a time
  • Business units can also be added
    • Expense classification requires each location have a business unit

• • Payment methods can be linked
    • If customer is setup with payment based locations, they can add the bank account via this screen
• Adding via Upload
  • If a customer needs to upload 5 or more locations, upload is an efficient tool for doing so
  • See Article on Uploads for more information