The users should pre-define the locations for the
parts/services under the settings module so that the locations will be pre-filled
while using the parts/services module.
Location Name (Mandatory Field) |
The name of the product’s location. |
Location Type (Mandatory Field) |
Choose the type of product’s location. The options can be Warehouse, Site, Van, or Others. |
Can FE access this location? |
The field executives can access the location based on the conditions set. The options are: All field executives. Only Assigned field executives. Only Assigned Teams. |
Address (Pick From Map) |
The “Enter the address” option helps to type the address and view the exact location on the map. |
Street |
Enter the street of the product location. |
Landmark |
Enter the landmark of the product location. |
City |
Enter the city of the product location. |
State |
Enter the state of the product location. |
Country |
Enter the country of the product location. |
Zip Code |
Enter the Zip Code of the product location. |
Location Description |
Enter the
description of the product location. |
Select the “Save
Location” option to save the product location and select the “Close” option
to exit the pop-up.
Location Name (Mandatory Field) |
The name of the product’s location. |
Location Type (Mandatory Field) |
Choose the type of product’s location to modify the location. The options can be Warehouse, Site, Van, or Others. |
Can FE access this location? |
The field executives can access the location based on the conditions set. The options are: All field executives. Only Assigned field executives. Only Assigned Teams. |
Address (Pick From Map) |
The “Enter the address” option helps fetch the required address from the map. |
Street |
You can now edit the street of the product location. |
Landmark |
You can now edit the landmark of the product location. |
City |
You can now edit the city of the product location. |
State |
You can now edit the state of the product location. |
Country |
You can now edit the country of the product location. |
Zip Code |
You can now edit the Zip Code of the product location. |
Location Description |
You can now edit the description of the product location. |
Select the “Update
Location” option to save the modified product location and select the “Close”
option to exit the pop-up.
7. Select the delete icon to delete the existing location, and a pop-up will appear to confirm the “Delete Location” option.
Note: “Re-assign products to another location” option helps you assign
the current products to different locations.
The product locations are critical for the parts & services as the location plays a significant role for the field executives to locate them to do a seamless service.