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Locations

A location is one physical store or unit. Forecasts, labor plans, dashboards, permissions, and alerts are all scoped to locations, so this is the first thing to configure.

Page: Admin -> Locations (/admin/locations) · Role required: admin

Add a location​

  1. Go to Admin -> Locations.

  2. Click Add Location.

  3. Fill in the fields:

    FieldRequiredNotes
    NameYesHow the location appears in every dropdown, for example Downtown
    Address, City, State, ZipNoUsed for weather and map context
    PhoneNoContact number shown to admins
    POS typeNoToast, Aloha, Brink, or other. Used to match warehouse data

  4. Click Create. The location appears in the table immediately.

Edit or delete a location​

  • Edit: click the pencil icon on the row, change any field, then click Update.
  • Delete: click the trash icon and confirm in the dialog. Deleted locations move to the Recycle Bin so an accidental delete can be undone.

After creating a location​

Do these three things before anyone tries to forecast for the new store:

  1. Set its operating hours.
  2. Assign the people who work there in People and roles.
  3. Grant access in Location permissions.

Frequently asked​

A location is missing from a dropdown. The location exists but the signed-in user has not been granted access to it. Fix it in Location permissions.

Can two locations have the same name? Yes, but avoid it. Names are what GMs pick from in every selector; use a city or store number suffix instead, for example Downtown - 1042.

Does deleting a location delete its forecasts? No. Forecast history is retained and the location can be restored from the Recycle Bin.