How do I create a new Location?

To see the Location creation process in action, please click the Take A Tour button below.

To create a new Location, please follow these written steps as a guide:

1
Click on Locations in the navigation. A paginated table of all existing Locations will be displayed
2
Click on New. Click on New.
3
Give the new Location a Name. Give the new Location a Name.
4
Select the Client Company. Begin typing to auto-search through a list of existing Client Companies Search for and select the Client Company.
5
If you would like to assign Client Account, begin typing to auto-search through a list of existing Client Accounts and choose from the available options. If you would like to assign Client Account, choose from the available account options.
6
Select a Property Type. Select a Property Type.
7
An optional External Reference Id can be entered.
8
Begin typing the Location's Physical Address and choose from the available options. Enter the Location's physical address and choose from the available options.
9
Click on Save.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.

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