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Add Location

The Add Location screen allows users to register a new outlet (location) in the system by capturing comprehensive information required for operational, business, and order management activities. The screen is logically divided into multiple categories to ensure structured data entry, including General Information for basic outlet and address details, Group Information for market, channel, and routing classification, Business Information for distributor, customer, and credit-related configurations, and Order Settings to control order processing, notifications, and routing behavior. This categorization helps maintain data accuracy, improves usability, and supports efficient downstream processes such as ordering, reporting, and route planning.


General Information

General Information
FieldShort info
CodeUnique code to identify the location.
NameName of the outlet (store, warehouse, etc.).
StreetPrimary street address of the outlet.
Street2Secondary street address of the outlet.
CityCity where the outlet is located.
Postal CodeArea postal/ZIP code.
CountryCountry where the outlet is located.
StateState or province (select from dropdown).
Latitude & LongitudeThe geographic coordinates of the Outlet. The GPS icon can be tapped to refresh and retrieve the latest coordinates based on the current GPS location.
Outlet TypeIndicates whether the outlet is a warehouse or a store.
Store Owner EmailEmail of the store owner or manager (for orders/contact).
Primary PhoneMain contact number for the outlet.

Group Information

Group Information
FieldShort info
MarketMarket or region assigned to this outlet.
Channel NameChannel or sales channel (e.g., Retail, Online, Wholesale).
ClassificationOutlet group or classification, if used.
RouteDelivery or service route assigned to the outlet.
Pre Seller RoutePre-seller or sales route name.
Key AccountMain account/retail chain for the outlet (e.g., Tesco, Walmart).

Business Information

Business Information
FieldShort info
Infield Contact PersonName of the person assigned to the store.
Buyer GTINBuyer's GTIN.
Outlet GTINOutlet's GTIN.
Credit HoldDisable for location re order screen.
DistributorDistributor for this outlet.
CustomerCustomer associated with this outlet.
Sales ModelSales model used to distribute the product.

Order Settings

Order Settings
FieldShort info
Order EmailEmail address to receive outlet order notifications.
Skip OrderChecked to skip placing orders for this location.
ASN To SalesRepChecked to send ASN report to the sales representative.
SalesRepRoute To OrderEnable sales-rep route-based order scheduling and advance email notifications before delivery (default: 1 day).

Notes

  • All required fields must be completed to enable the Create button.
  • The Market field helps filter or group outlets for analysis or targeting.
  • Each outlet code must be unique across the system to avoid duplication.