New Location

Purpose: Use the New Location screen to create a location, including the address, telephone numbers, and other related information such as the store rank and hours.

Location relationships: See Data Hierarchy for an overview of the Locate organization, system, and location hierarchy. Also, see the Locations screen for more information on how locations are created in Locate.

How to display this screen: Enter the required information to create a new location at the Locations screen and click NEW.

Note:              

•         If you click Cancel after advancing to the New Location screen, the location is not created.

•         You must complete the Preferences screen for an organization before you can create any locations for it. See Setting Up Data for the Order Broker Module for an overview.

•         Only users with Locations authority can display this screen. See the Role Wizard for more information.

In this topic:

•         Completing creation of a location

•         Fields at this screen

Completing creation of a location

Enter any of the fields described below and click Save, or click Cancel to return to the Locations screen without creating the location.

Required, optional fields: The Name is always required. All of the remaining information on this screen is optional, although the screen displays a warning message before you can create a location without a State/Province, Country, and Postal Code, because these fields are required to use the proximity locator. The remaining fields are optional, however:

•         locateitems response: the name and address information for the location that is displayed in the locate items response is derived from your entries at this screen.

•         ADSI integration in Store Connect: The name and address may also be submitted to ADSI when the store associate ships an item, based on the setting of the Shipping Label Return Address specified at the Store Connect Preferences screen. The return address location The return address location must include:

•         contact name and company name

•         street address line 1

•         U.S. city, state/province, and postal code

•         phone number of 10 positions, plus any formatting (for example, (508) 555-1111). The store location phone number is used if there is not a day or evening phone number for the order shipping address

Note:             

•         If you click Cancel at this screen, the location is not created.

•         You need to advance to the Preferences screen and click Save to have the Order Broker begin including the new location in locate items results and to make the location eligible for submit order assignment.

Fields at this screen

Field

Description

Informational fields:

Organization

The organization you selected at the Locations screen. Required. The organization code and name are displayed, separated by a hyphen (-).

Type

The location type you selected at the Locations screen. Required. The location type code and name are displayed, separated by a hyphen (-).

Location

The location code you entered at the Locations screen. Required. The location code only is displayed.

System

The system you selected at the Locations screen. Required. The system code and name are displayed, separated by a hyphen (-).

Location detail fields:

Note:             Most of the fields on this screen are optional and informational only. The exceptions are the Name field, which is always required, and the Country and Postal code, which are required if Use Proximity Locator is selected for the organization at the Preferences screen. The name and address information for the location that is displayed in the locate items response is derived from your entries at this screen.

Name

Location names can be 1 to 40 positions in length, and do not need to be the same as the name or description of the location in the integrated system, such as CWSerenade, Xstore, Store21, or Tradewind. Required.

Rank

Your entry can be up to 10 positions. Informational.

Region

Your entry can be up to 20 positions. Informational.

Contact Name

Your entry can be up to 40 positions. Informational.

Store Hours

Your entry can be up to 60 positions. Informational.

Emails

The email address must be formatted as user@host.com (or other valid suffix such as .org). Locate does not validate that your entry represents an existing email address. Separate multiple email addresses with a semicolon (;). Your entry can be up to 245 positions total.

New Store Connect order? Used for the new order notification email if this is a Store Connect location. See:

•         contents: New Order Notification to Store Connect Location

•         email setup information: Store Connect Email Notifications Summary

•         scheduling polling for Store Connect orders: the New Order Polling Schedule tab (Schedule)

•         overview: Notifying Store Connect Locations about New Orders

Telephone fields:

Telephone

Your entry can be up to 20 positions.

Extension

Your entry can be up to 10 positions.

Fax

Your entry can be up to 20 positions.

Address fields:

Address

Your entry in each of the four fields can be up to 50 positions. Optional.

City

Your entry can be up to 35 positions. Optional.

State/Province

Your entry can be up to 3 positions. Required to use the proximity locator, although you can create a location without completing this field.

Postal Code

The ZIP or postal code for the location. Your entry can be up to 10 positions. Required to use the proximity locator, although you can create a location without completing this field.

Country

Your entry can be up to 3 positions. Required to use the proximity locator, although you can create a location without completing this field.

 

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