As part of the order management process, you'll need to set up Locations within the admin panel. These locations are necessary for order assignment and to ensure order reporting to your POS is correct.
Creating a New Location
Within the admin panel, locations live in three places in the main menu:
- In-Store Pickup > Settings > Locations
- Shipping > Settings > Locations
- Orders > Settings > Locations
It does not matter where you configure locations; the functionality and display are identical in all spots. For the sake of this help page, we will configure locations from the In-Store Pickup menu.
On the Locations page, you will see all available locations. To create a new location, click on the NEW+ button.
On the Add Location screen, fill out the location's name, contact information, and street address.
Once the location information is entered, click the Recalculate link.
This will populate the Latitude and Longitude for the location.
On the right, you can set the working hours for the location. Click on the caret on the day you wish you edit.
Here, you can set whether the location is Opened or Closed on a given day, as well as the Open Time and Close Time.
Select the time zone for the location.
Next, you'll check off which delivery and pickup services are available at this location.
If this location offers additional services, click on Add Service.
Enter the service name, then click the orange checkmark.
Click Save to add the location to the master list.
Editing or Deleting a Location
To edit or delete a location, from the locations page, click on the location name. For the purposes of this help page, we will use the Cleveland location.
You can edit any information on this page. If you edit a location address, you will need to click the Recalculate button to update the Latitude and Longitude.
To delete a location, click the Delete button on the right-hand side. You'll be asked to confirm you'd like the location removed. You'll then be taken back to the locations page with an updated list.
Setting a Default Location
The Admin Panel also requires the selection of a Default Location. If your Modern Retail integration is configured to do so, this location will be displayed on the frontend of the website unless a customer is logged into their personal shopper account, or has manually selected a store.
By default, the first Location (usually delineated by the ID #1, or being first in the locations list) will be selected as the default store. You can change this by doing the following:
In the example below, New York is the Default Location. To change the Default Location to Chicago, click on that store's name.
On the Locations page, you'll notice the Default Location in the top right corner. The Chicago location is currently set to Default Location: No.
To set the Chicago location as default, simply click the Yes button which will highlight in green and click Save.
Since the Chicago location is now the Default Location, the New York location now has Default Location: No.
If you have any questions about adding or editing a location, please open a Support Ticket and we'll be happy to assist you.