Managing Locations

Point of Sale locations are arranged in a hierarchy that is managed by the Back Office. Through this hierarchy, location-specific business rules are defined. Some of these business rules can be inherited down the tree, or overridden as needed.

UG template for Help

These location types include the following, each represented by a distinct icon:

	Global - The Global Location automatically exists at the root level, representing enterprise level business rules and information. You cannot change the name of this location, nor can you make it inactive.
	Franchises (optional) - Franchises are an optional level in the hierarchy. They represent locations that are part of this IDI platform installation, but act as separate businesses for reporting and administration purposes. A Franchise can only be added beneath the Global location. It can either inherit Global values or override them.
	Region - Regions are a required level in the hierarchy and represent a group of locations (either physical or logical). A region can be added either beneath the Global location or beneath a franchise.
	Store - Stores are a required level in the hierarchy and represent a point of service (either physical or virtual). A store can only be added beneath regions.

To access and manage locations, go to Applications > POS Back Office > Locations. This displays the Location Configuration window.

The Location Configuration window displays a tree of locations on the left, and children on the right.

Location Config Window

Stores are only displayed on the right side of this window because they are at the bottom of the hierarchy. You have to drill down to see them.

Before you can perform any POS transaction, you must be logged into a store-level location. This location could be a physical storefront, an online store (such as OnlineBill), or a virtual store (such as a traveling salesperson).

The Actions button in the lower left corner provides options for:

Location Search and Show Inactive Locations:
From the Locations Configuration window you can:
Edit the Global Location
Add/Edit a Franchise or Region
Delete a Franchise or Region
Add/Edit a Store
Delete a Store