Locations
Manage all aspects of your organisations locations
Embedded Files
Selecting Locations from the left side main menu you can see all the locations in your organisation.
New Locations can be created using the action button. Should you have lots of locations you can use the filters available on Region and Area should you wish to limit the results displayed in the table.
Create Location
Create Location
From the action button you can create a new location. You can select an Area from the drop down list of valid areas before entering the Name, which is mandatory and must be greater than 3 characters in length, and a Description of the location.
A location Opened Date can added and when the location is no longer trading, the Closed Date can be added. These dates and the location square footage is used within the reporting section of the Charity Suite Portal.
Any Tags relevant to the new location can be added and to access the other optional sections, contact details and address details, click the down arrow and add the data relating to the new location.
Once you have added the location details you can save the changes by pressing SUBMIT or undo by pressing RESET which will reset the form allowing you to start fresh with the new location creation.
View, Edit and Delete Location
View, Edit and Delete Location
You can select to VIEW a location from the manage locations table, and subsequently EDIT the location details via the action buttons.
All the details of the location can be edited. Only valid Areas can be selected from the drop down list. The two optional sections can be edited by clicking the down arrow to access the contact and address details of the location.
Once you have edited the location details as necessary, you can save the changes by pressing SUBMIT or undo by pressing RESET which will reset the form to the original location details before any changes made by you.
Location Settings
Location Settings
Within the Location Settings option, you are able to customise the Point of Sale (POS) information, Finance information and Key Performance Indicator's (KPI's)via the relevant tabs.
Location settings override those set at the organisation level.
Within the POS tab, general location settings, if different from the organisation, can be added such are location open from and to times for each day of the week. These are toggled on by sliding the toggle against the relevant dates to open and adding the times in the Opening Time From and To fields.
If the location has any dates it will not be open, such as local holidays, these can be added along with any relevant notes. Any dates entered in the exception dates section, override the default days open in a week.
Updates to the text printed out on the till receipt is managed with the POS tab of the location settings.
These Cyber Source fields relate to the type of card reader in use at the location.
Should the location use Basket Roundup, it can be enabled and the roundup amount, 50 to roundup the sale to the nearest 50p or 100 to roundup the sale to the nearest pound.
Should the location issue Credit Notes, instead of cash refunds, it can be enabled and the validity duration of the credit note set. The default validity period is 30 days. The Charity Suite App, will not allow credit notes to be used for purchases if the credit note is no longer valid and outwith the validity duration.
Each location can have different refunds enabled. Standard Refund Status is usually always enabled to allow sales to be refunded to customers, usually in the same payment method as purchase, should the need arise.
If the location offer credit notes rather than cash refunds, these credit notes can then be used against future purchases. If the Credit Note Refund Status is enabled, there is a new menu option within the Charity Suite App to facilitate using credit notes for future purchases. Only credit notes within their validity duration can be used for future purchases.
Should a purchase be made using a credit note, and this purchase then requires a refund, the location can issued a cash refund for the credit note purchase if this option is enabled Refund Credit Notes as Cash Status.
The finance tab captures any codes used at your location, used to group financial transactions which can be useful for reporting activities. The 'plus' button can be used to add more codes as necessary.
The KPIS tab captures the profile of Key Performance Indicators which are to be used in this location. See KPI's help to set up KPI profiles.
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