Setting up locations is essential if your business operates in multiple places, as it helps organize services, track reports, and manage operations more effectively.
Here’s how to link locations while setting up categories, counters, and staff:
Location for Categories
When you create a new category:
Go to the Category section and click Add to create a new category.
You’ll see a dropdown option to select the location.
Choose the location you previously added in the Location Settings.
Adding a location to each category makes it easier to:
Manage services offered at different outlets.
Generate location-specific reports.
Track performance and updates by location.
2 Location for Counters
When setting up a new counter:
Go to the Counter section and click Add to create a new counter.
You’ll find a dropdown to select the location.
Pick the correct location you set earlier in the settings.
This helps:
Assign counters to specific locations.
Organize and monitor queue operations per location.
Generate detailed counter-based and location-based reports.
3 Location for Staff
When adding new staff:
Go to the Staff section and click Add to add a new staff member.
You’ll see a dropdown option to select the location.
Choose from the list of locations added in your location settings.
Benefits include:
Assigning staff to specific branches or outlets.
Managing staff schedules and availability by location.
Viewing staff performance and activities specific to each location.
Always make sure you have set up your locations first under Settings → Location so that they appear in the dropdown lists when you create categories, counters, or staff.