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How To Add Locations To A Retailer

In this article, we will cover how to add locations to a retailer on Activ8. 

Applicable Products: Activ8

If you would like to add locations to your retailer on Activ8, you can follow these steps:

Step 1: Log into your Activ8 instance.

Step 2: On your left pane, navigate to ‘Address Book’ and then select ‘Retailers’, as seen in image below.

Step 3: Search for your retailer that you’d like to update in the search box at the top of your screen, the Retailer should appear as per below. You can then click on the ‘Retailer’.

Step 4: Once you click on the ‘Retailer’, navigate to the ‘Locations’ tab at the top of your screen and click it. A map, as seen below, will appear.  

Step 5: Click on the ‘Add Location’ button. 

Step 6: From the top, you fill in your ‘Location Name’. This is just what you would like the location to be known as e.g. Headoffice. 

Step 7: Then you select your region, this will be a dropdown with all the regions you’ve listen in your original Activ8 setup, as seen in image below. 

Step 8: In the ‘Search Location’, you enter the address of the location you would like to save. This works with Google Maps and will find the address automatically that you enter. 

Step 9: Once you have selected your location and it displays on the map, you can click the ‘Save Location’ button at the bottom right of the screen, as highlighted below. 

Step 10: Once you navigate to your ‘Locations Tab’ again, you will see all your locations listed. You can have more than one location at a given time.

You will also be able to set a specific location as a ‘Based A’” location by ticking the ‘Available Based At’ box as per below.

If you would like to remove a location, you can click the “Remove” button next to any specific location. Once done, click “Save Changes” and you can continue as per normal.

Updated on April 29, 2020

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