Location
Use this page to add and manage outlets — names, addresses, service types, contact details, working hours, and location settings (online ordering, POS, table booking, website, holidays, and charges).
Open the screen: Sidebar → Locations Management → Location
Outlets before items
Create locations here before Location Items, deals, or accurate reports. Most admin screens filter by outlet.
Location list
What it does
Shows every outlet you can manage with filters, pagination, and row actions for view, edit, working hours, and settings.
Step-by-step
- Open Locations Management → Location.
- Wait if the table shows Loading locations….
- Use filters to narrow the list (see table below). The list updates when you change a filter.
- Read the table — ID, Name, Location type, Owner, Receiver email, Service type, Phone, Status, Actions.
- Tap the refresh button (circular arrow) to reload manually.
- Use pagination at the bottom to change page or rows per page.
Caption: Location list with search, filters, and row actions
Filters
| Filter | What it does |
|---|---|
| Location name | Search by name — placeholder Search by name…; X clears |
| Location type | All types or one type (types come from your company; Brand may appear for head-office rows) |
| Status | All status, Active, or Inactive |
What the table shows
| Column | Meaning |
|---|---|
| ID | Internal number for support |
| Name | Outlet or brand name |
| Location type | Badge with icon (store vs brand, etc.) |
| Owner | Linked owner name, or — |
| Receiver email | Email for order notifications (mail icon) |
| Service type | Badges: Dine in, Takeaway, Delivery (only types enabled for that outlet) |
| Phone | Main phone with icon, or — |
| Status | Active (green) or Inactive (red) |
| Actions | View, Edit, Working hours, Settings (see below) |
Row actions
| Icon | Tooltip | What it does |
|---|---|---|
| Eye | View | Opens View Location — same form as add/edit, read-only |
| Pencil | Edit | Opens Edit Location (needs UPDATE permission) |
| Clock | Working hours | Opens Edit opening hours for that outlet |
| Gear | Settings | Opens Location settings multi-step wizard |
Find inactive outlets
Set Status to All status or Inactive to see deactivated locations.
Common mistakes / FAQs
- I see “No locations found.” No row matches your filters. Clear Location name or set Status to All status.
- I do not see Add location (+). Ask your administrator for CREATE on Location, or check whether your plan outlet limit is reached (limit banner on screen).
Add a location
What it does
Creates a new outlet with address, service types, timezone, order email, image, and active status.
Step-by-step
- Tap Add location (+) on the list toolbar.
- In Add Location, complete Basic Information and Address Information.
- Tick at least one Service Types checkbox — Dine in, Takeaway, and/or Delivery.
- Select Timezone and set Online Ordering if needed.
- Upload Location Image (required on create).
- Set Location Status to Active or Inactive.
- Tap Create Location (or the primary save button shown).
- When successful, you see a success message and the dialog closes; the new row appears in the list.
Basic Information fields
| Field | Required? | What to enter |
|---|---|---|
| Location Name | Yes | Unique outlet name — placeholder e.g., Downtown Store, Main Branch |
| Service Types | Yes | At least one of Dine in, Takeaway, Delivery |
| Timezone | Yes | Used for order times and scheduling — Select timezone |
| Online Ordering | No | Switch — Enabled / Disabled for online orders at this outlet |
Location type
New outlets are created as outlet type in the system. A separate Location type picker is not shown on the add/edit form in the current UI.
Address Information fields
| Field | Required? | What to enter |
|---|---|---|
| Map / Google Places | No | Search or pick on map to auto-fill address (hidden in view-only mode) |
| Unit / Suite Number | Yes | e.g. Unit 5, Shop 12 |
| Street Address | Yes | e.g. 123 Main Street |
| City | Yes | e.g. Los Angeles |
| Postal / Zip Code | Yes | e.g. 90038 |
| State / Province | Yes | Depends on Country — Select state/province |
| Country | Yes | Select country — changing country refreshes province list |
| Latitude / Longitude | No | e.g. -37.8136 / 144.9631 — may fill from map |
Contact and media fields
| Field | Required? | What to enter |
|---|---|---|
| Primary Phone | Yes | e.g. +1 (555) 123-4567 |
| Secondary Phone | No | Optional second number |
| Order Notification Email | Yes | All order notifications go here — e.g. orders@yourstore.com |
| Location Image | Yes (add) | Upload Image / Change Image — recommended 800×800px, max 5MB, JPG or PNG |
| Location Status | No | Switch — Active or Inactive (defaults to active) |
Validation messages (toast)
| Message | Fix |
|---|---|
| Name is required | Enter Location Name |
| At least one service type is required | Tick a Service Types checkbox |
| Email for receiving orders is required | Enter Order Notification Email |
| Timezone is required | Select Timezone |
| Invalid file type / File too large | Use JPG/PNG under 5MB for Location Image |
Common mistakes / FAQs
- Create button does nothing. Scroll the dialog — required address or image fields may be missing.
- Province list is empty. Select Country first, then open State / Province again.
Edit a location
What it does
Updates an existing outlet’s master data (address, phones, service types, image, status). Behaviour toggles (delivery fees, POS lock, etc.) live in Location settings (gear), not here.
Step-by-step
- In the table, tap Edit (pencil) on the row.
- Wait if the dialog is loading existing data.
- Change the fields you need (same layout as Add Location).
- Tap Update Location (primary button).
- On success, the dialog closes and the list refreshes.
View vs edit
View (eye) opens View Location — {name} with the same fields read-only. Close with Close — nothing is saved.
Common mistakes / FAQs
- I changed online fees but POS is unchanged. Open Settings (gear) — fees and POS behaviour are in the Location settings wizard, not the main edit dialog.
- Image delete only on edit. Trash on the image preview removes the current image when editing an existing location that already had one.
Working hours
What it does
Sets opening and closing times per service type (dine-in, takeaway, delivery). Only tabs for service types enabled on the outlet are shown.
Step-by-step
- On the location row, tap Working hours (clock).
- Dialog title: Edit opening hours — {outlet name}.
- Open each tab — Dine in, Takeaway, Delivery — as shown.
- For each day of the week:
- Turn the day on or off with the switch.
- When on, set Start Time and End Time (12-hour lists).
- Tap + to add another range (split shift); remove a range with X where shown.
- Optional: tap Copy to other order type(s) to copy the current tab’s slots to other service types (confirm destinations in the copy dialog).
- Tap SUBMIT to save (SAVING… while working), or RESET to discard unsaved changes in the session.
Copy opening hours dialog
- From a service-type tab, tap Copy to other order type(s).
- Under Copy into, tick Takeaway and/or Delivery (whichever tabs exist).
- Confirm — slots copy from the tab you were on.
Enabled days need valid times
SUBMIT stays disabled until every enabled day has complete Start Time and End Time for every range.
Common mistakes / FAQs
- I do not see a Takeaway or Delivery tab. Enable that service type on the main Edit Location form first.
- “Time slot already exists…” after copy. Use RESET and SUBMIT again, or edit conflicting slots manually.
Location settings
What it does
Opens the Location settings — {outlet name} wizard: online order rules, POS defaults, table booking, website banner, third-party links, holidays, and charge rules. This is separate from the add/edit address dialog.
Step-by-step
- Tap Settings (gear) on a location row.
- Use the step strip — General → Online Orders → POS Settings → Table Reservation → Website → Holidays & Charges (last step only when the outlet is already saved in the system).
- Tap any step name in the strip to jump, or use Back / Next at the bottom.
- Fill General required fields before leaving that step.
- Tap UPDATE from any step to save (Saving… while working).
Holidays & Charges visibility
The Holidays & Charges step appears only when the app has a saved restaurant id for that outlet. Brand-new locations may not show it until the outlet exists as a full record — save the location, then open Settings again.
General settings
What it does
Site reference, settings address, tax ID, phone, and master channel switches.
Required fields
| Field | Notes |
|---|---|
| Site reference* | Short label; placeholder suggests using the location name |
| Address line 1* | First line shown in settings |
| Address line 2* | Second line (often city/region) |
| Tax ID* | Digits; field formats spacing for display |
| Phone* | International-style digits |
Switches
| Switch | Meaning |
|---|---|
| Gift Card Feature | Gift cards on/off at this outlet |
| Cloud Printing | Cloud print integration on/off |
| Pay At Store | Pay-at-store option on/off |
| Allow Online Orders | Master online ordering on/off |
| Delivery On/Off | Delivery channel master switch |
| Takeaway On/Off | Takeaway channel master switch |
| DoorDash Drive API | When on: auto-dispatch to DoorDash on In Progress (subtitle on screen explains pickup timing) |
Common mistakes / FAQs
- Please fill all required fields in General — the wizard returns to General if any required field above is empty when you tap UPDATE or Next.
Online Orders settings
What it does
Delivery charge, minimums, pickup/delivery slot timing, discounts, and service charge for online channels.
| Field | Notes |
|---|---|
| Delivery charge | Amount added for delivery orders |
| Minimum Order Value to avail discount* | Minimum basket before online discount applies |
| Pickup Start Time(min) | Lead time before pickup can start |
| Pickup Time Duration(min)* | Length of each pickup slot in minutes |
| Delivery Start Time(min) | Lead time before delivery can start |
| Delivery Time Duration(min)* | Length of each delivery slot in minutes |
| Online Order Discount* | Fixed or Percentage plus amount |
| Service Charge | Fixed or Percentage plus amount |
POS Settings
What it does
POS search radius, cashup time, slot gaps, default order type, and auto-lock behaviour.
| Field | Helper text (summary) |
|---|---|
| Address Search Area (km) | Radius for address search on POS |
| Cashup Start Time | Daily time when cash-up should begin (half-hour list) |
| Pickup Time Gap (minutes) | Interval between pickup slots |
| Pre-Order Threshold Time (minutes) | Minimum time before pickup/delivery time |
| Default Order Type | Dine In, Takeaway, or Delivery for new POS orders |
| POS Auto Lock | Off, After Every Order, or 1 / 5 / 10 / 15 minutes inactivity |
Table Reservation settings
What it does
Enables table booking and sets party size and slot rules. Requires table reservation entitlement when the section is gated on your plan.
| Field | Notes |
|---|---|
| Table Reservation | Master switch — fields below hide when off |
| Max Guest | Largest party size |
| Slot Duration (minutes) | Bookable slot length — minimum 15 in field rules |
| Table Booking Time (minutes) | How long a table is held — minimum 30 in field rules |
Website settings
What it does
Customer-facing website banner and third-party order button redirects.
| Field | Notes |
|---|---|
| Website Top Banner | Up to 500 characters — counter shows n/500 characters |
| Uber Eats | Switch + Redirect URL when on |
| DoorDash | Switch + Redirect URL when on |
Info on screen: third-party order buttons on your website; enable each and set redirect URLs.
Holidays & Charges
Open: Location → Settings (gear) → step Holidays & Charges (saved outlets only).
Holidays list is on top; Charge Rules below. Add, edit, or delete here saves immediately — you do not need UPDATE for these alone.
Holidays — list
| Column | Meaning |
|---|---|
| Holiday Name | Name (e.g. Christmas Day) |
| Date | Closure date |
| Type | Recurring or One-time |
| Status | Active, Inactive, Upcoming, or Passed |
| Actions | Edit, Delete |
Filter: All Holidays, Active (today only), Inactive, Upcoming, Passed.
Add a holiday
- Tap Add Holiday.
- Fill the form → tap Add Holiday.
| Field | Required? | Notes |
|---|---|---|
| Holiday Name | Yes | e.g. New Year Day |
| Holiday Date | Yes | Cannot be before today when adding |
| Recurring | No | No = one-time, Yes = every year |
New holidays default to Active. Status (Active/Inactive) appears only in Edit.
Edit — change fields + Status → Update Holiday
Delete — trash icon → confirm
Charge Rules — list
| Column | Meaning |
|---|---|
| Name | Rule name + description |
| Type | DISCOUNT or SURCHARGE |
| Apply For | POS, Website, or Both |
| Amount | Fixed $ or % |
| Day | Weekday or all week |
| Time Slots | e.g. 09:00 - 17:00 |
| Status | Active / Inactive |
| Priority | Higher number wins if rules overlap |
| Actions | Edit, Delete |
Add a charge rule
- Tap Add Rule.
- Fill the form → tap Create Rule.
| Field | Required? | Notes |
|---|---|---|
| Rule Name | Yes | Short label |
| Charge Type | Yes | DISCOUNT or SURCHARGE |
| Apply For | Yes | Only POS, Only Website, or Both |
| Type | Yes | Fixed Amount or Percentage |
| Value | Yes | Dollar amount or % (e.g. 10 = 10%) |
| Day of Week | Yes | All Week Days or one day |
| Priority | Yes | Default 1 |
| Min / Max Order Amount | No | Optional basket limits |
| Holiday Behavior | No | Always Apply, Exclude Holidays, Holidays Only |
| Status | No | Active / Inactive |
| Description | No | Optional note in list |
| Valid From / Valid Until | Yes | Date range rule runs |
| Time Slots | Yes | Start–end time(s); Add Time Slot for more |
Edit → Update Rule | Delete → confirm
TIP
Add Holidays first, then set Holiday Behavior on rules (e.g. public holiday surcharge = Holidays Only).
Deactivate a location
What it does
Stops the outlet from being used for new operations without deleting history.
Step-by-step
- Tap Edit on the location row (or open View and switch to edit if your role allows).
- Toggle Location Status to Inactive.
- Save the location.
Prefer inactive over delete
There is no casual delete on the list — deactivate outlets you no longer operate instead of reusing another outlet’s record.
Permissions
| What you need | Why |
|---|---|
| LOCATION module permission | See Location in the menu and open the list |
| CREATE on Location | Tap Add location (+); may also require available outlet limit on your subscription |
| UPDATE on Location | Edit, Working hours, Settings |
| READ | View (eye) and list access |
If an action icon is missing or disabled, your role or plan limit blocks it.