Introduction
The Site Types feature empowers you to tailor your site categorisation by assigning custom site types. This functionality facilitates the grouping of sites with shared attributes, supplementing the default criteria such as Country, Active Status, and Time Zone available within the site picker form.
For instance, you can utilise custom site types to cluster sites based on factors like brand or concept, geographical region, area manager, store type, and more. By assigning these custom site types, users within your company gain the advantage of swift selection of all sites associated with the chosen site type(s) across various sections of Centegra Plus wherever a site picker is available.
There are two aspects to site types:
- The Site Type Group. The group that contains the available site types.
- The Site Types. The site types that live within the site type group.
Your company can have up to three site type groups, and unlimited site types within each of the three groups.
Configuring Site Types
To configure site types:
- Head to: Company Settings > Company.
- Select the Sites tab, then select Site Types.
To define the site type groups:
- Within the Site Type tab, enter the site type group name(s) into the relevant column(s).
- You can have up to three site type groups, but do not need to use all three.
To assign site types to the site type groups:
- Select [ADD OPTION] within the relevant column.
- Enter the site type name.
Repeat to add all site types within the relevant column(s).
The site types are now available to assign to the sites.
Assigning Site Types To Sites
To assign site types to a site:
- Whilst logged into the relevant site, head to: Company Settings > Site Setup > Site.
- Alternatively, head to: Company Settings > Company, and select the Sites tab to access all sites.
Within the site setup page:
- Select the Site Configuration tab.
- Against the relevant site type group name(s), select the relevant site type(s) for the site.
- Select [SAVE SITE].
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