Creating Locations
The system allows you to add multiple locations for distribution. Once the locations are created, you can then add them to a route. Follow the steps below to add a location:
Navigate to Distribution > Locations. Click +Add Location.
Create a location by filling in the name of location and the contact person.
Add an address and make notes/directions about the location. When an address is added to the form, the user can simply click on show GPS coordinates to fill in the LAT/LNG field.
When creating a location, the user can use information from an existing company in the system. If the location is attached to a company, simply choose the yes option at the top of the form. The form will change to show company and will search for the companies in the system. The system will auto-fill the location information such as address and phone number. When this option is chosen, you will not be able to edit the address information or phone number from the location form. That information should be edited from the contact that is chosen on the location.
When the user has completed the required information, click on add location to save the location.
Once location is added, then click on +Add a Publication.
Select publication, route number, and stop number and hit save.
Enter in drop off information.
Click on bulk creation.
Enter day: Day of the month; Enter draw: Number of copies planned for drop off; and Qty: How much of last issue was returned. Click the months you want to apply it to.