Locations

Locations

Module : Advertising
Path: Company > Company > Locations
Topic : Locations
Version(s) : Version 5.1 and up 
Editions : All Editions


What Are Locations

Locations allow you to know where an order was placed. If your organization utilizes multiple websites, call centers, or other venues to take orders you will want to setup locations for each.

Making The Connection

Where Will I See This Within OLX?

System Preference > Delivery/Default

You can set default locations for different types of orders to use as a fail safe to make sure all orders have a location assigned.

Import Configurator

When setting up an Order Import schedule you can allow the system to set the location by using the default settings mentioned above or you can select a specific location from the drop down on the Configuration tab.

Order Entry

From the Order Entry Screen you will see a drop down for Location in the Wrap Up Call/Order section (click Wrap Up button  if you do not see this section)


Order Detail

Once an order has been entered into the system (manually or via an import) you will see the location listed on the Order Detail Screen under the Campaign Information section.

What Reports Can Be Pulled?

  1. PBX Daily Calls
  2. Calls By DNIS
  3. Client Performance
  4. Adjusted Performance
  5. Adjusted Client Performance 
  6. Agent Revenue
  7. Data Warehouse Export
  8. Data Entry Batch Detail
  9. Gross Sales 
  10. ​Gross Margin Item

What Imports/Exports Relate to Locations

  1. OLX Order Import/Export 
  2. API Import


Setup

Navigate to Company Data > Company > Locations


Tool Bar

Utilizing the buttons on the tool bar  you can:
Go back to the previous screen 
Add new 
Print 
Minimize module 


Filter

You can use the filter options to narrow down the displayed selections.

  1. Address
  2. Client
  3. Company
  4. Contact Name
  5. Email Address
  6. Location Code
  7. Phone Number
  8. Website
Add additional filters by click the Add button 
Apply the filtered selections by clicking Apply Filter 
Remove the filtered selections by clicking Remove Filter 

You can set the number of records to be displayed 


Add New

  1. To edit an existing record, click on the edit pencil next to the record you wish to edit.
  2. To add a new record, click on the Add New button in the blue module bar.
    1. A new window will pop up.

Location Information


  1. Client: select from the drop down
  2. Location Code: work with vendor/resource to determine if they have a location code they pass
  3. Contact First Name:  specific to this location
  4. Contact Last Name:  specific to this location
  5. Phone Number:  specific to this location
  6. E-mail Address: specific to this location
  7. Website:  specific to this location
  8. Company Name:  specific to this location
  9. Address:   specific to this location
  10. City:  specific to this location
  11. State or Province:  specific to this location
  12. Zip/Postal Code:  specific to this location
  13. Country:  specific to this location
  14. Active:
    1. check this box if you are currently receiving orders from this location
    2. uncheck this box if you are not currently receiving orders from this location

Custom Values

Review Custom Values article


* To save the changes click the Save button .
* To cancel any of the current changes you have made click the Cancel button .
      This will close the window without saving any changes.
* To apply the current changes you have made click the Apply button .
* To print the current window click the Print button .
* To delete the selection click the Delete button .
      This will prompt you to make sure you want to delete this item.

  • Clicking OK will delete the selected item and close the window.




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