Adding Locations:
1. After logging into your Ecotrak account, you will land on the main dashboard page. From here, locate and click on the Locations tab found in the left menu bar or choose click Locations from the main dashboard on the right hand side.
2. Once you have clicked on the Locations tab, you will be presented with a list of all locations.
3. To add a new location, click on the + Add New button at the top left corner of the screen.
4. After clicking the + Add New button, a screen will pop up on the right hand side where you can fill in all of your new Location's details. Once finished, click next. Make sure to include the following required details:
Location Name
Store Number
Open Date
Concept
Phone Number
Address
Org Level
The next screen will prompt you complete lease details. You can add a location without this information, to proceed without adding those details, click next. Then click Add to finish adding the location. If you encounter errors during this process, ensure that all required fields are filled out correctly and check for typos or inconsistencies in the data.
NOTE: You can copy the trade assignments from an existing location to the new location you are creating. To do so, search for and select the name of the existing location. All trade assignments from the selected location will copy over to your new location.
Special Cases: Location Visibility in Service Requests
Sometimes, a location may not appear when creating a service request. This issue often occurs if the location is on hold. Locations on hold cannot be used for service requests until the hold is removed. To resolve this:
Check the status of the location in the system.
If the location is on hold, work with your administrator or support team to remove the hold. Once the hold is lifted, the location should appear as expected.
Troubleshooting Common Issues
If you encounter errors or are unable to add a new location, consider the following steps:
Verify that all required details are filled out correctly. Missing or incorrect information in fields such as Location Name, Store Number, or Address can cause errors.
Double-check the data for typos or inconsistencies.
Attempt to add the location again after correcting any errors. If problems persist, ensure that the system is functioning as expected and contact support if necessary.
Managing Locations:
1. To edit your locations click on the location that you'd like to make changes to.
2. Once you clicked, the screen on the right hand side will pop up and you will be to adjust any details that pertain to the location here. Click on the edit button at the top right hand corner.
Note: You will also be able to enter in Lease information if applicable.
3. Once changes have been made, click on Save.
