Information on the "Location Types" feature.

Introduction

The Location Types feature provides you with the flexibility to designate custom location types, facilitating the grouping of locations with shared attributes. This feature allows for the creation of customised categories beyond the default criteria.

For instance, you can utilise custom location types to cluster locations based on attributes like brand or concept, location type, and more. By assigning these custom location types, users can efficiently select all locations associated with the chosen location type(s) seamlessly across Centegra Plus, wherever a location picker is available.

There are two aspects to location types: 

• The Location Type Group. The group that contains the available location types. 
• The Location Types. The location types that live within the location type group. 

Your company can have up to three location type groups, and unlimited location types within each of the three groups. 

Configuring Location Types

To configure location types: 

• Head to: Company Settings > Company. 
• Select the Sites tab, then select Location Types. 

To define the location type groups:

• Within the Location Type tab, enter the location type group name(s) into the relevant column(s).
• You can have up to three location type groups, but do not need to use all three.

To assign location types to the location type groups: 

• Select [ADD OPTION] within the relevant column. 
• Enter the location type name. 

Repeat to add all location types within the relevant column(s). 

The location types are now available to assign to the locations.

Assigning Location Types To Locations

To assign location types to a location: 

• Whilst logged into the relevant site, head to: Company Settings > Site Setup > Locations.
• Select [EDIT] to access the relevant location. 

Within the location setup page in the Location Details tab.

• Against the relevant location type group name(s), select the relevant type(s) for the location. 
• Select [SAVE].