Working with Locations
After a new Location has been added to SOMAX, more detailed information can be added.
Perform the following steps to Add, Edit, Inactivate or Delete a Location
Adding a New Location
1. Click
| Location
The Add New Location pop-up will appear
2. Select a Department from the dropdown list
Your Administrator will have access to edit the Department List, see Editing Departments for more information
3. Type in the Location ID
This is an Alphanumeric field. Please do not use any special characters.
4. Type in the Name
5. Click Add
The Location Detail Page will appear
Detail information may be added to the Detail Page and saved by Clicking Save.
Editing a Location
All fields on the Location Detail Page can be edited with the exception of the Location ID
The Parent dropdown list is built from all of the Locations in the system and can be used to build a Location Tree.
Click Save to save any changes
Adding a Contact to a Location
On the Location Details Page
1. Click Contacts
2. Click Add
3. Type in the Contacts information
4. Click Add
Inactivate a Location
On the Location Details Page
1. Check
Inactive
2. Click Save to Inactivate the Location
Delete a Location
On the Location Details Page
1. Click Options
2. Click Delete
The Confirm Delete pop-up will appear
3. Click Delete to confirm deleting the Location