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Add a new Location

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Module: Locations

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Locations

Add a new Location

Adding a new location in Pollux is an intuitive process designed to be straightforward and user-friendly. Follow the steps below to complete the process.
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Steps to Add a new Location:

Step 1: Navigate to the Locations Dashboard

Use the sidebar to navigate to Locations → Dashboard. This is your starting point for managing all locations.

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Bookmark the Locations Dashboard for quicker access in the future.

Step 2: Click "Create New"

In the top-right corner of the dashboard, locate and click the “Create New” button.

Step 3: Fill in the Required Fields

You will be presented with a form to input the details of your new location. Fields marked with a star (*) are mandatory.

Field Descriptions:

  • Location Name: The name of the location. Examples:
    • “Retail Store Amsterdam”
    • “Warehouse Rotterdam”
    • “Office HQ”
  • Internal ID: A numeric identifier for internal use, especially useful when setting up networks.
  • Location Type: Select the type of location from the dropdown (e.g., Retail, Office, Warehouse). For more details, see Location Types.
  • Location Branch: Specify the branch, which may represent brand names or subdivisions within your company. For more details, see Branches.
  • Location Size: Choose from:
    • Tiny, Small, Regular, Large, XL, XXL This gives an indication of the network components required for the location.
  • Location Status: Select Open or Closed, depending on whether the location is operational.
  • Location Open Since: Specify the opening date. This can be a future date. If unknown, leave this field blank.

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Be descriptive and accurate with the Location Name and Type to ensure clarity for other users.

Step 4: Click Next

Proceed to the next step after completing the required fields.

Step 5: Enter Contact Details

Provide the contact details for the manager of the location. This step is optional but recommended.

  • If the manager’s name is unknown, you can still input an email or phone number. These can be updated later when the manager is identified.

Step 6: Click Next

Move forward to input the address details.

Step 7: Enter Address Details

Use the “Address Search” field to quickly find the location’s address. Start typing the address and wait a few seconds for suggestions to appear.

  • Select the correct address to automatically populate the remaining fields.

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Double-check the auto-filled fields for accuracy, especially when selecting addresses from suggestions.

Step 8: Click Next

Proceed to enter the location’s operating hours.

Step 9: Input Operating Hours

Specify the operating hours for the location. If left blank, the hours will display as “Unknown.”

  • To indicate a closed day, check the Closed box for that day.
  • For additional details, you can add notes for Sundays or other specific conditions.

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Include detailed notes for non-standard hours, such as holidays or special events.

Step 10: Click Finish

Click Finish to create the location. The system will begin processing your request in the background. Once completed, a blue checkmark will appear to confirm success.

Step 11: Location Successfully Added

Your location has now been added to the system.

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Encountering issues? Refer to the troubleshooting section below for guidance.

Encountering Problems?

If you experience issues during the process, consider the following:

  • Form Errors: Ensure all required fields are completed correctly.
  • Connectivity: Verify your internet connection.
  • Support: If problems persist, contact support or consult the detailed troubleshooting guide available here.

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