Basic Guide to Locations

this guide will walk you through the locations management feature in upstart commerce, enabling you to create and manage your physical locations efficiently by following these steps, you can establish and maintain a network of physical locations, ensuring accurate information and optimized operations step 1 access locations upon logging in, navigate to the side menu of the portal, and go to locations to initiate the location creation process, click on the create new location button at the top right corner step 2 fill in location details under associate to website, link your website with the locations using the dropdown menu fill in the below location info details name add the official name of the store for the new location this should be a unique and easily identifiable name for example apparel trend tx location type select the location type from the dropdown based on your business the dropdown provides the following options store your location is a physical brick and mortar shop where customers can visit and purchase products directly store cluster it represents a group of stores within a specific area this can be useful for managing multiple stores that operate closely together warehouse a location primarily used for storing inventory warehouses typically hold products before they are shipped to stores or customers distribution center a central location where products are received from suppliers, stored, and then distributed to various retail locations or directly to customers for detailed information on types of locations , refer to the key concepts docid\ k3dxphdv2tfilzjzqkxqo guide pricing zone specify the city name for which shipping costs are applicable this helps determine accurate shipping fees for deliveries originating from this location opening date specify the date when the store officially opened at this location this information is important for historical records and operational tracking special attributes select the relevant checkboxes based on your location type and attributes (e g , public, operational, delivery available, pickup available) for detailed information on special attributes , refer to the key concepts docid\ k3dxphdv2tfilzjzqkxqo guide step 3 adding information based on location type for store, warehouse, and distribution center when you select the location type as a store , warehouse , or distribution center , you need to add the following necessary details location media add an image to the map marker location this helps users visually identify the store on a map remodel dates add the dates for any remodels of the store location this is useful for tracking store upgrades and changes over time hours of operation specify the operational hours for your store select days when the store will be in operation is open check or uncheck the "is open" checkbox to add time for your store to open and close add another set of days for warehouses with varying schedules, click this button to add an additional set of days additional working hours info provide any additional working hours information if applicable hours of exception list any exceptional hours or days when the store's operating hours deviate from the norm contact information add the store's contact information phone number fax number email address about location specify the location identifier, start date and time, and end date and time add content in the provided box to describe the location to add more content, click the add content button parent location to set the parent location, first select your state and city in the location address tab once done, click on the edit stores button and select your parent store from the list warehouse pickup information select days choose the days when warehouse pickups are available opening and closing times specify when the warehouse opens and closes daily is open this checkbox controls the availability of warehouse pickup check the box to enable pickup and define specific days and times uncheck the box to disable warehouse pickup entirely add another set of days for warehouses with varying schedules, click this button to add additional days with separate opening/closing times pickup hours of exception type add the type of day, such as holidays name name the pickup hours, such as "memorial day" or "just because " is open check or uncheck the "is open" checkbox based on whether the store is open for pickups on these days location address provide the complete address details, including address state/province city street zip code directions location coordinates (latitude and longitude) external application reference (if applicable) specify the key and value for external reference warehouse location add the location details for the associated warehouse for store cluster add the same fields as above with additional information cluster stores click the edit stores button and select your stores for defining a cluster at last, after filling in the information, click on the save all button to create and save your location configure your location settings after creating a location, access locations click on the edit location icon located under the actions column for any location to modify details and configuration navigate to the location configuration tab to manage settings for your location show on the web enable or disable the "show on the web" checkbox to control whether the location is visible on your website appointment availability enable or disable the appointment available checkbox to specify if appointments can be scheduled at this location timezone selection choose the appropriate timezone from the dropdown menu to ensure accurate scheduling and operational hours add store number enter the store number for easy identification and reference add brand name provide the brand name associated with the location location type and brand choose the location type brand from the dropdown menu to categorize the location correctly add consecutive appointments specify the number of consecutive appointments allowed for this location add start date enter the start date for the location's operations add timezone ensure the correct timezone is selected for the location's operational scheduling once all settings are configured, click on save to apply the changes and save the location information edit existing locations navigate to the location details tab to edit the details and settings for your existing locations, following the same steps as in steps 2 and 3 above at last, after updating the location information, click on the save all button to save your changes reminder each location type has its specific fields based on its function use clear and concise language when describing locations ensure all contact information is accurate and up to date ' regularly review and update your location information to reflect any changes utilize location data for targeted marketing and promotions leverage locations management to create a seamless omnichannel experience for your customers with locations management, you can effectively manage your physical presence, optimize operations, and improve customer satisfaction