Store Locations play a crucial role in enhancing reporting, categorizations and communication within your business. This will help provide a structured way to organize and associate customers, jobs, and quotes with specific Store Location belonging to the same organization.
Properly assigned and configured locations ensure that water tests results, emails, invoice and job sheet PDFs display the correct business details.
How Locations work
Locations can be manually assigned to a contact. However, if no location was assigned to the user, they are automatically linked to the location assigned to the user who created them in the trackr iO system.
For contacts that were imported through the Import feature, the assigned location in the contact details page will be left blank if no Store Location was specified in the import file. The location of the user creating the job/quote for these contacts will be the default Store Location.
Location can also be modified on jobs/quotes/water tests. More of this can be found in the Store Location usage guide. [Link]
Creating a Location
1. Go to Setup > Team.
2. Click on the Location tab and click on the Add Location button at the top-right corner of the location page.
3. Enter the location details needed. A form will appear prompting you to enter specific details about the location. Ensure to provide accurate and relevant information.
Location Name
Address
Contact Information
Email Address (used for communication related to this location)
4. After entering all necessary details, save the changes to create the new location successfully.
Assigning a User to a Location
Locations are automatically assigned to customers based on the location assigned to the user. To assign a location to a user, follow the steps below:
Go to Setup > Team.
Click on Users tab and click on the user you want to assign a Store Location to.
Below the email address field, you can see the Location drop-down. Select the location you want to assign to the user.
Click on the Save button at the top-right corner of the user details page.
Managing Locations
The Locations page is where you create, view, and maintain all operational locations within your trackr iO account.
You can access this screen by navigating to Setup > Team. Click on the Locations Tab. From here, you’ll see a list of all existing locations along with their key details, including name, email address, phone number, and physical address.
A. Add a new location
Click Add location in the top-right corner. You’ll be prompted to enter the location name, address, contact details, and email address.
B. Edit an existing location
Use the pencil (edit) icon on the right-hand side of a location row to update its details. Changes will apply going forward and will be used on newly generated reports and emails. Previously issued reports will remain unchanged.
C. Delete a location
Use the delete (red bin) icon to remove a location that is no longer required. Only locations that are not actively in use should be removed.
D. Search locations
The search bar allows you to quickly find a specific location.
E. Columns
The columns option is where you can show or hide individual columns. This is useful if you want a cleaner view or need to focus on specific details when managing locations. You can toggle each column on or off individually. The Show/Hide All option lets you quickly display or hide all columns at once, and Reset will restore the default column layout.
Deleting Locations
To delete location, click on the red trash icon. You will be prompted to reassign.
If you want to delete a location that is associated with jobs, quotes, pools, contacts, or water tests, you will be prompted to reassign active records to a different location before you can successfully delete that location.
After selecting which location the records will be reassigned to, click the Delete location button.
Deleting a location does not change existing customers or previously generated invoice, quote, or water test PDFs. Any updates will apply only to new documents and emails created after the change.