How to Manage Office Locations
Introduction
Office Locations are client created locations that allow for the following:
- Assigning customers to the locations.
- Setting pre-defined scheduling information for any customers assigned to those locations.
- Setting office locations as an Inventory Recipients.
- Leveraging Office Locations information for business analytics and reporting purposes.
Office Locations are broken down into 5 sections:
- General
- Scheduling Information
- Inventory
- Equipment Details
- Vendor Details
This page will show you how to manage Office Locations on the admin side. This includes being able to view, create, edit and delete Office Locations.
Terms
Office Location
A client created location that allows for the following:
- Assigning a customer to that location.
- Setting pre-defined scheduling information for any customer assigned that location.
- Setting an office location as an Inventory Recipient.
- Leveraging Office Locations data for business analytics and reporting purposes.
Scheduling Information Section
Set pre-defined scheduling information for appointments of customers created in that location.
Inventory Section
Set Inventory Recipient info on the Office Location. Setting an Office Location as an Inventory Recipient will allow for the Equipment Details and Vendor Details sections to display. To Learn more about the Inventory feature in SecurityTrax please click here.
Inventory Recipient
An entity that participates in your inventory system that can be assigned inventory items. In SecurityTrax, users and office locations can be designated as inventory recipients.
Equipment Details Section
The section on the Office Location used to override Inventory Template values for the Inventory Recipient, who in this case is the Office Location.
Inventory Template
Used to specify preferred vendors and desired quantities of Equipment Items for Inventory Recipients. Includes data such as items, Default Vendor, and Minimum Level, and Base Level.
Vendor Details Section
The section on the Office Location used to set associations to between the Inventory Recipient and Equipment Vendors.
Equipment Vendor
A company that sells and distributes equipment to your company.
Usage
View
- While logged into SecurityTrax, click on your Company Name or the Hamburger icon
in the upper-left header.
- Note: Once clicked, the hamburger will change to
.
- Note: Once clicked, the hamburger will change to
- Under Admin, click Company Settings.
- In the Organization section, click Office Locations.
- Note: A list of all office locations will be displayed, including the Name, Location, and Active status.
Create
- While in the Office Locations page, click Add in the top right.
- In the Add New Office Location page, fill out the required and needed fields.
- Click Save.
Edit
General Information
- While in the Office Locations page, click on the row of the desired office location.
- On the selected office location General page, update the needed fields.
- Click Save.
- Note: Saving the above information will leave the page open in order to edit any of the remaining configurations.
Scheduling Information
- While on the Scheduling Information page, update the Appointment Length, Lead Time, and Scheduling Notes.
- Click Save.
- Note: Saving the above information will leave the page open in order to edit any of the remaining configurations.
Configure the Office's Inventory
View/Edit Inventory Settings
- While on the office record, click Inventory in the left menu.
- Note: For an office to maintain inventory items, the Inventory Recipient slider must be set to On. Once set, Read Only details about the office are displayed.
- Make any desired changes.
- Click Save.
- Note: Saving the above information will leave the window open in order to edit any of the remaining configurations. To exit the window, click the
icon in the top right.
- Note: Saving the above information will leave the window open in order to edit any of the remaining configurations. To exit the window, click the
Edit Equipment Details
- While on the office record, click Equipment Details in the left menu.
- Set the Base and Min Levels and select the Vendor for the needed equipment.
- Click Save.
- Note: Saving the above information will leave the window open in order to edit any of the remaining configurations. To exit the window, click the icon in the top right.
- Note: Saving the above information will leave the window open in order to edit any of the remaining configurations. To exit the window, click the
Edit Vendor Details
- While on the office record, click Vendor Details in the left menu.
- Set the Vendor Active sliders appropriately.
- Enter the associated Default Branch Number, Retrieval & Processing Methods.
- Click Save.
- Note: Saving the above information will leave the window open. To exit the window, click the icon in the top right.
- Note: Saving the above information will leave the window open. To exit the window, click the