Locations

This screen allows you to maintain the locations in the system. You can select the locations created here in many places in the system, including:

• Carriers
• Orders
• Trips
• Fixed Routes

You can query data by and/or choose to display data as follows:

• Code - the location code.
• Organisation Code - the organisation to which the location belongs.
• Type Code - the location type.
• Name - the name.
• Alternate Name - an alternate name.
• Address.
• Address 2.
• Address 3.
• Town.
• County.
• Country Code.
• Postcode.
• Postal Region - a postal region for the address.
• Latitude - the GPS position of the address.
• Longitude - the GPS position of the address.
• Loading Rate Code - the loading rate code.
• Unloading Rate Code - the unloading rate code.
• Default Collection Depot - the location that would commonly collect from this location.
• Default Delivery Depot - the location that would commonly deliver to this location.
• Zone Code - the location zone.
• Time Zone Code - the timezone.
• Link Location - any location considered to be in the same location as this location.
• Active.
• Created By.
• Created Date.
• Last Updated By.
• Last Updated Date.
• Last Active Change By.
• Last Active Change Date.
• Last Process Id.
• Update Counter.

The following actions are available on the Details panel:

• New - create a new record.
• Save - save a new record or changes to an existing record.
• Delete - delete an existing record.
• Help - help on this screen.
• Undo - undo change made since last save.
• Clear - clear all fields.
• Toggle - toggle display of all accordion headers.

You can change or add the following information:

Address Details section

• Code - the location code.
• Type Code - a drop-down list of all the location types in the system. You can configure location types in the Location Types screen.
• Name - the name.
• Alternate Name - an alternate name.
• Address.
• Address 2.
• Address 3.
• Town.
• County.
• Country Code - a drop-down list of all countries configured in the system. You can configure countries in the Countries screen.
• Postcode.
• Latitude - the GPS position of the address.
• Longitude - the GPS position of the address.
• Postal Region - a postal region for the address.

A map will be displayed showing the location.

Delivery section

• Loading Rate Code - a drop-down list of loading rates in the system. You can configure loading and unloading rates in the Loading Rates screen.
• Unloading Rate Code - a drop-down list of unloading rates in the system. You can configure loading and unloading rates in the Loading Rates screen.
• Default Collection Depot - the location that would commonly collect from this location.
• Default Delivery Depot - the location that would commonly deliver to this location.
• Zone Code - a drop-down list of all location zones in the system. You can configure location zones in the Location Zones screen.
• Time Zone Code - a drop-down list of all the timezones in the system. You can configure timezones in the Timezones screen.
• Link Location - any location considered to be in the same location as this location.

Special Requirements section

Here you can indicate any special location requirements that have been configured for locations in the system. You can configure Location Requirements in the Requirements screen.

The following are currently available:

• Add Drop.
• Air Freight.

You can enabled a special requirement by clicking it, and disable it by un-clicking it.

Parameters section

You can set parameters here to control additional functionality.

You can select a parameter to add using the provided Select Parameter drop-down list and clicking the Add button.

Once you have selected the parameter, the screen will display it in this section. Parameters are displayed in the sequence which your system administrators have configured them to be displayed. Once the parameter is added, you can enter the value - in general, the screen will validate the value or will provide a list of values to select, depending on the parameter settings.

You can remove a parameter by clicking the Cancel button next to the parameter value.

The following parameters are currently available:

Label	Description	Long Description	Type	Values
Close Time	Close Time	Close Time	TextBox	Integer
Consol Job Load	Consol Job Load	Consol Job Load	DropDownList	Enabled, Disabled
Consol Job Unload	Consol Job Unload	Consol Job Unload	DropDownList	Enabled, Disabled
Job Group Load	Job Group Load	Job Group Load	TextBox
Job Group Unload	Job Group Unload	Job Group Unload	TextBox
Open Time	Open Time	Open Time	TextBox	Integer
Opening Pattern	Opening Pattern	A 7-character text string defining the open and closed days e.g. OOOOCC	TextBox
Send Details Load	Send Details Load	Send Details Load	DropDownList	Enabled, Disabled
Send Details Unload	Send Details Unload	Send Details Unload	DropDownList	Enabled, Disabled
Send Job Load	Send Job Load	Send Job Load	DropDownList	Enabled, Disabled
Send Job Unload	Send Job Unload	Send Job Unload	DropDownList	Enabled, Disabled

Opening/Closing Times section

You can set opening and closing times at this location for each day of the week.

To edit or add new times, click the Edit button on the section header. The screen will display a pop-up window to enter opening and closing times for each day of the week.

You can save your changes with the Save button, or discard your changes with the Close button.

Vehicle Type section

You can set whether certain vehicle types are allowed or not allowed at this location.

You can add whether vehicle types are allowed by clicking the New button in the section. The screen will display a pop-up window to enter the following:

• Vehicle Type - a drop-down list of the vehicle types configured in the system. You can configure vehicle types in the Vehicle Types screen.
• Allowed - a check box controlling whether the vehicle type is explicitly allowed at this location.
• Not-Allowed - a check box controlling whether the vehicle type is explicitly not allowed at this location.

You can save your changes with the Save button, or discard your changes with the Close button.

Vehicle section

You can set whether certain vehicles are allowed or not allowed at this location.

You can add whether vehicles are allowed by clicking the New button in the section. The screen will display a pop-up window to enter the following:

• Vehicle - a drop-down list of the vehicles configured in the system. You can configure vehicles in the Vehicles screen.
• Allowed - a check box controlling whether the vehicle is explicitly allowed at this location.
• Not-Allowed - a check box controlling whether the vehicle is explicitly not allowed at this location.
• Warning - a check box controlling whether the user is warned if this vehicle is selected to visit this location.

You can save your changes with the Save button, or discard your changes with the Close button.

Transport Unit section

You can set whether certain transport units are allowed or not allowed at this location.

You can add whether transport units are allowed by clicking the New button in the section. The screen will display a pop-up window to enter the following:

• Transport Unit - a drop-down list of the transport units configured in the system. You can configure transport units in the Transport Units screen.
• Allowed - a check box controlling whether the transport unit is explicitly allowed at this location.
• Not-Allowed - a check box controlling whether the transport unit is explicitly not allowed at this location.

You can save your changes with the Save button, or discard your changes with the Close button.

Contacts section

You can add any number of contacts here.

You can add a contact by clicking the New button in the section.

You can edit an existing contact by selecting the contact row in the table and then clicking the Edit button in the section header.

The screen will display a pop-up window to enter the following:

• Title.
• Forename.
• Surname.
• Job Title.
  • Contact Mediums - a list of all contact media for the customer.
  • Primary Phone.
  • Primary Email.
  • Primary Mobile.

You can add additional contact media by selecting the media type from the drop-down list. The screen will add the medium to the Contact Mediums list above. Additional contact media:

• Email.
• Fax.
• Mobile.
• Skype.
• Facebook.
• Twitter.

You can delete an existing contact by selecting the contact row in the table and then clicking the Delete button in the section header.

Notes section

You can add notes through the Notes section.

You can click the New button in the Notes section to create a new note. This will be tagged with your user name and date/time.

Any notes may be removed by clicking the x in the corner of the note.