Entering new Location data happens in the Create Location screen:
Basic info #
- Status: location status. Possible values are
Inactive. You can easily identify inactive Locations as they are marked in grey.
- Code (Mandatory): here, you can enter alphanumeric values to identify the location. If you don’t have your own location numbering scheme, the system will generate sequential numbering for you (by default).
- Name (Mandatory): enter the location’s name that will help you quickly identify it.
- Address Line1: enter the location’s address. This field, along with Town/City, State/Province, ZIP, and Country is used to identify the geographical location of the Location on the map.
- Address Line2: some additional address info if needed.
- ZIP/Postal Code
When you create a new location, the system copies the values of these last four fields from the last created Location record and pre-fills them in the new record. In this way, when you create several locations in the same state or city, you don’t have to enter duplicate data over and over again.
Contact Details #
Enter name, phone, and e-mail for your contact person at the location. Name and Phone will be displayed in the mobile application and also on Trip Service Sheet report along with location address details.
Free-text comments on the location. Will be displayed in mobile application and on Trip Service Sheet report.
Working Hours #
Enter in free-text location’s open hours. Will be displayed in mobile application and on Trip Service Sheet report.
Working Days #
Define which are the working days for this location. This data will be used in the calculation of vends per day of products and will help for more accurate predictions of products sales.
To define what commissions will be paid to the location, use the Commissions section on the Config tab.
The system supports 5 different commission types:
% of Gross Sales #
Enter commission rate (0-100). The commission is calculated as a percentage of Gross sales, where
Gross sales = Sum of (Sold Qty * Vend Price).
% of Gross Profit #
Enter commission rate (0-100). The commission is calculated as a percentage of Gross Profit, where
Gross Profit = Gross Sales - COGS, or in other words
Gross Profit = Sum of (Sold Qty * Vend Price) - Sum of (Sold Qty * Avg Cost).
% Cash Collected #
Enter commission rate (0-100). The commission is calculated as a percentage of collected cash from the machine.
Enter a fixed amount that will be paid for each machine once a month.
Per Item Sold #
Enter an amount that will be multiplied by the number of items sold by the machine.
Tax Rates #
In order to configure Tax Rates applicable for this location, first you have to create Tax Types from the screen Configuration | Tax Types.
In this section, the system lists all defined Tax Types, and you can enter the rate for the taxes which are applicable for this Location.
Tax Rate accepts numeric values within the range of 0-100. If a Tax Type is not relevant for this location, enter 0 (zero) in the Tax Rate column.
Service Pattern #
If you want to visit the location on a fixed schedule, for example, every Tuesday, use the Service Pattern section to describe how often and on which days you want to execute the visits.
Use Daily if you want to visit the machine every X days. Examples:
Use Weekly if you want to visit the machine every X weeks and on certain weekdays. Enter the number of weeks and optional the days of the week. Examples:
The system does not offer a Monthly option, but it can be easily defined using
Daily, 30 daysor
Weekly, 4 weeks.
When you are ready with entering location data, click the button save Save to complete the creation process. The system will position the location on the map according to the address data that you entered. You can see the map when you open the Show Location screen.