RemOnline enables you to register locations of your company if you have several branches (offices) to manage.
Adding and Configuring Locations
Step 1. Make sure you add a new location to your Subscription Plan on the Settings > Subscription page.
Remember: RemOnline recalculates the new subscription duration upon the plan change. The system will require you to pay for the new plan if you have insufficient days of the current subscription remaining. You can also renew your current subscription plan and then add a location.
Step 2. Navigate to the Settings > Locations section and hit the + Add location button.
Step 3. Enter the location name and address.
Step 4. Configure the working hours of the location. Working hours are taken into account:
when planning the employees' Work Schedule
when planning the work order processing duration in the Scheduler
when calculating the status time limit and the estimated date of the work order completion
when configuring the delayed sending of messages
Step 5. Set the default price type for each document type (Work Orders, Sales, Invoices)
Note that if no default prices are specified for this location, the company default prices from theSettings > Prices and discounts page are automatically applied .
Step 6. Select the location icon and color to distinguish it from other locations visually on the manager dashboard.
Why it is crucial: For instance, when you transfer work orders from one location to another, they gain an icon of the destination location.
Step 7. Set the default work order type:
You can select a specific work order type while creating a new work order
RemOnline will offer you to “Remember the last one” to generate work orders of this type by default
You can select a Not specified work order type so the system will ask for a type selection upon work order creation.
Step 8. Configure the work order numbering template. Learn more about work order numbering template configuration for your locations here.
Step 9. Configure the document numbering template. RemOnline uses this template for the documents related to postings, write-offs, transfers, stock take, conversions, refunds on orders/sales, supplier returns, and sales.
Step 10. Set a Location default merchant to be used in online payments at this location. If the default merchant for this location is not specified, the company's default merchant will be used, which can be set in Settings > General.
Step 11. Provide or restrict employee access to your location.
The Access column means that the employee will be able to open that location and see the data in it. The Work Schedule column displays the employee in the Work Schedule for that location.
You can also set up the Access to locations in the employee's dialog box.
Please note: for an employee to be able to log in to RemOnline, they must have access to at least one location.
Step 12. Click Save.
Done! The location is successfully created and displayed in the list. You can now open it and add location resources to control the loading of both employees and equipment in the Work Order Scheduler.
Editing and Removing Locations
To edit, double-click the location name, edit it, and save your changes.