LOCATIONS

This tile displays a list of all locations in the system. Locations can include restaurants, retail, or warehouses.

1.	Click Locations on the Functional dashboard
2.	Click Search on the locations search page
3.	Click View or Edit icon as applicable

The location record will open with tabs across the top for different information. Available tabs may include but are not limited to:

• General - This tab has general location information about the store such as address, latitude, and longitude.

• Attributes - Various attributes about the Store are in the Attributes tab. Key information is the Location Status. If a store is closed the Status can be changed to “Closed”. Other data such as key dates and area are maintained here.

• Demographics - This tab lists the demographic variables for the Store.

• Financials

• Financial History

• Sales

• Lease (listed twice but different pages/functionality)

• Questionnaire - In edit mode you can create one by clicking the Create Questionnaire button.

• Reporting - Select this tab to run the Sales Recapture Report. Note: this report will only function on Brands and Countries where a Sales Forecast Model have been developed.

• Photos – Add photos that support the location.

• Documents – Add documents and organize in an easy-to-understand folder structure.

• Strategy

• Contacts

• Associated Projects

• Location Hours

• Assets

• Comments – Add comments that apply to the location and share, if applicable.

• Suppliers

• Certificates

• Ad hoc Tasks

• Linked Surveys

• Attachments

• Related Entities