01What it is
A location is a place where the company operates: a workshop, paint shop, warehouse or office. One location is the default.
Every saved location is one licence unit. During the trial you add locations at no charge, and in a paid period a location beyond the paid number means a top-up to the end of the period, approved by the account owner.
- FOUR TYPES
- Workshop, paint shop, warehouse and office.
- SWITCH IN THE BAR
- With more than one location the view narrows in one click.
- LICENCE
- Every saved location is one licence unit.
02What it is for
Several places, one company
Shared customers and car history, separate stock, teams and workstations.
Separate stock
Stock is kept separately in every location.
Comparing locations
The Owner centre compares revenue and margin by location.
Booking with a choice
With several locations, customers pick the workshop in online booking.
03Main options
Locations is a list, the location form and the location record.
Every place of the company
Name with the default marked, type, address, contact and status.
- Add a location, in a paid period with the top-up window
- The location record with its details
Type, address and contact
Name, type and country are required.
- Type: workshop, paint shop, warehouse or office
- Address, phone, e-mail, contact person, warehouse code
- Opening hours, active, default location
04Tasks step by step
- STEP 1Open Settings › Locations and choose Add a location.
- STEP 2In a paid period the account owner approves the top-up to the end of the period.
- STEP 3Enter the name, pick the Workshop type and country, fill in the address and contact.
- STEP 4A location switch appears in the top bar.
- STEP 1Open the location and tick Default location. There can be only one default.
- STEP 1A location with customers, cars, jobs, employees, workstations or suppliers cannot be deleted.
- STEP 2Untick active so it is no longer used.
05Actions
The most common tasks around locations.
Add a location
A new place where the company operates.
Location switch
One location's view in the top bar.
Default location
One location to start with.
06What it connects to
Choose a module to see what belongs to a location.
Owner centre
The Locations tab compares the results of each place.
Go to the topicOwner centre