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Store Locations
Search For Locations Screen
Edit Action

Store Locations¶

This task is used to search, edit, or inquire into the locations required to run your business.

Note: The location records must be created in the initial setup.

Search For Locations Screen ¶

The Search For Locations Screen is the first screen that is displayed when the Store Locations task is selected. This screen is used to search for locations that exist on the system. Individual locations can then be selected for inquiry or editing from those displayed.

Edit Action ¶

To edit or inquire into a location, you must first select the desired location from the list of locations returned by the Search Action (see below).

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This is done by selecting the desired location's Edit link. The following screen displays the information for an existing location.

General Information

Location Name: Name of the location. Location Number: The number assigned to the location. Is Master Location: This checkbox is designed to displace the master location. This can only be changed by ComCept employees. Master Level Pricing: Check if changes to Master Level Pricing are to affect this location’s pricing.

Address and Contact

Address: Two lines of addresses can be referenced. Normally, only the first one is used. City: The city where the location is located. State: The state where the location is located. Postal Code: The location's postal or zip code. County: The location's county, province, etc. Country: The country where the location is located (i.e. USA, Canada, etc.). Phone: The location's main phone number. Alt Phone: Any secondary phone number. Haz Mat Phone: The Haz Mat response phone number. Fax: The location's fax number. Email: The location's e-mail address. Website: The location's website URL.

Select the (Cancel) button to return to the Edit Location screen and continue making changes.

Save Action

Select the action button (Save from the drop down Actions menu) to save changes and remain in the current location record.

Save & Close Action

Select the action button (Save and Close from the drop down Actions menu) to save changes and return to the Location Search screen.

Close Action

Select the action button (Cancel from the drop down Actions menu) to save or discard changes keyed and return to the Location Search screen. The following confirmation window is displayed if data was keyed:

Select the (Yes) button to save changes.

Select the (No) button to discard changes.

Select the (Cancel) button to return to the Edit Location screen and continue making changes.

Search Action

Location Screen Search Fields

The search screen fields are used to build a filter so that the action (Filter from the drop down Actions menu) will display the desired locations. Enter the beginning part or the entire value in any or all of the desired search fields listed below. Some fields have drop down boxes to assist in entering values by displaying valid entries. These fields are indicated with the down arrow button (i.e. the Parent Location and the State fields).

Website: The location's website URL.

Note: The less information keyed to get the desired filter the

better. Use the fewest search fields to get the filter you desire

(i.e. if searching by city and there is only one location in a given

city, do not bother entering the street Address). Key only the

beginning portion of a field if no other location will match.

Location Name: Name of the location.

Location Number: The number assigned to the location.

Address: Two lines of addresses can be referenced. Normally, only the first one is used.

City: The city where the location is located.

State: The state where the location is located.

Postal Code: The location's postal or zip code.

Country: The country where the location is located (i.e. USA, Canada, etc.).

Alt Phone: Any secondary phone number.

Phone: The location's main phone number.

Alt Phone: Any secondary phone number.

Fax: The location’s fax number.

Email: The location's e-mail address.

In this example the search fields used are the Location Name, Location Number, and the first Address.

The button is then selected and the two locations that pass the filter are displayed in the record display area of the screen.

You can also select the Filter option located on the drop down menu Actions.

Reset Action

Select the action button (Reset Search from the drop down Actions menu) to clear the Search Screen and return it to the screen defaults so that a new search can be performed. This is the same as leaving the Search Screen and then again selecting the same Search Screen Task.

List All Action

Select the action button (List All from the drop down Actions menu) to list all the records in the file.

Note: This can take several minutes for large files. It is recommended that the Record Search button be used in conjunction with as many search fields as is practical.

ComCept Documentation

Navigation¶

Page History: Store Locations Help Documentation

Page Revision: 08/18/2011 01:18 PM

Store Locations¶

Search For Locations Screen ¶

Edit Action ¶