Facility List


 

Create Locations

Overview

This article will show you how to create a Locations. Locations allow admins the opportunity to create the parks and complexes where activities or rentals will occur.

Once you create your location(s), you can fill the locations with facilities

Instructions

  1. Navigate to Facilities > Facility List
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  2.  Select Create Location
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  3. Fill in fields
    • Information:
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      • Basics:
        • Name (required): Name of facility
        • Code: Facility code
        • Default Color: Select a color to represent the facility
        • Receipt Template: Choose to apply a template to receipts that come from this facility
      • Address
        • Phone: Enter a phone number for your location
        • Email: Enter an email address for your location
        • Address: Enter your street information
        • Unit/Suite: If applicable, add your unit or suite number
        • City: Enter your city
        • State: Use the drop-down to select your state
        • Zip Code: Enter your location's ZIP code
    • Description: Brief description of facility
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    • Settings
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      • Operated By: Select who the facility is operated by
      • Parent Location: Select if the location you are creating is a child location
      • Revenue Reporting: Select if this location is on its own revenue or part of another
      • Cost Center: Set the default cost center to use for facilities at this location
        • NoteCost Centers in CivicRec represent departments, locations, or another type of unit or group within an organization to which costs may be associated for accounting purposes. They are typically utilized for expense tracking.
      • Default GL Code: Auto-populates a GL entry for new facilities, but will not impact existing facilities with no GL code
      • Collects Revenue: Enable the location to be available for close-out
      • Facility Display Mode: Choose between normal and grid view
    • Links: Will display Catalog Link or QR Code
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  4. Select Save New Location
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