Go to Operations → Data Management → Locations or Administration → Locations. Current existing locations will display in a list.
Click on the at the top of the list to create a new location. Required fields are marked with .
The Operational Contacts section is optional and can be used to capture contact details for the location.
The Notes section is also optional and can be used to capture both internal and external notes. Internal notes can be viewed by anyone in the brokerage. External notes can also be viewed by anyone in the brokerage but also print on the rate confirmation to the carrier.
A contact with a type of Scheduling will display with that location throughout the application. It is also the default contact in the location list.
Click on the icon next to the location. The location will open for editing. Make the necessary changes and click Save. Click Cancel to discard the changes.
To edit the Operational Contacts for the location, click on the icon. All types of updates are available in this section: Add, Edit and Delete.
Click Edit to open the contacts for editing. Click to add a completely new contact. Click to delete a contact. Press Save when complete.
To edit the location notes, click on the icon. A list of existing notes will display in two tabs: Internal and External.
Click the Edit button to open the screen to edit existing notes or to add new notes. Click Add New Note to create a new note. Enter the necessary details and select the Type.
Click Save to save the changes or Cancel to exit without saving.
Click the icon at the end of the row for the selected location. The location will be deleted immediately. If the location is in use on a load, it cannot be deleted and a warning message will be displayed.