Entering new location data happens in the Create Location screen.
Basic Info
Status
The location status: Active or Inactive.
Inactive locations are marked in grey.
Code (Required)
Enter an alphanumeric identifier for the location.
If not provided, the system generates sequential numbering by default.
Name (Required)
Enter a name to easily identify the location.
Address Line1
Enter the location’s address.
This field, together with Town/City, State/Province, ZIP, and Country, is used to determine the location on the map.
Address Line2
Additional address information (optional).
Town/City
State/Province
ZIP/Postal Code
Country
When creating a new location, the system copies the values of these last four fields from the previously created location and pre-fills them.
This helps avoid re-entering the same data when adding multiple locations in the same area.
Contact Details
Enter the contact person’s:
Name
Phone
Email
The Name and Phone are displayed in the mobile application and in the Trip Service Sheet (used by users without Telemetry), along with the location address.
Notes
Free-text comments about the location.
Displayed in the mobile application and the Trip Service Sheet report.
Working Hours
Enter the location’s open hours in free text.
Displayed in the mobile application and the Trip Service Sheet report.
Working Days
Define the working days for the location.
This data is used to calculate product vends per day and improve sales predictions.
Commissions
To configure commissions, use the Commissions section in the Config tab.
The system supports five commission types:
% of Gross Sales
Enter a rate (0–100).
Calculated as a percentage of Gross Sales:
Gross Sales = Sum of (Sold Qty × Vend Price)
% of Gross Profit
Enter a rate (0–100).
Calculated as a percentage of Gross Profit:
Gross Profit = Gross Sales − COGS
= Sum of (Sold Qty × Vend Price) − Sum of (Sold Qty × Avg Cost)
% Cash Collected
Enter a rate (0–100).
Calculated as a percentage of collected cash from the machine.
Monthly
Fixed amount paid per machine each month.
Per Item Sold
Amount multiplied by the number of items sold.
Tax Rates
To configure tax rates for a location, first create Tax Types from:
Configuration → Tax Types
In this section:
All defined Tax Types are listed
Enter the applicable tax rate for each
Tax Rate accepts values from 0 to 100.
If a tax type does not apply, enter 0.
Service Pattern
Use the Service Pattern to define a fixed visit schedule (e.g., every Tuesday).
Daily
Visit every X days.
Weekly
Visit every X weeks on selected weekdays.
Example:
Visit every two weeks on Wednesday.
The system does not provide a Monthly option, but you can approximate it using:
Daily (e.g., every 30 days), or
Weekly (e.g., every 4 weeks)
Save the Location
After entering all required data, click Save to create the location.
The system will position the location on the map based on the address.
You can view it in the Show Location screen.