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Location Management

Zylio's Location Management module provides tools to organize and track your company's physical sites, helping you monitor service distribution and budget allocation across different locations. This module enables you to maintain a clear overview of all your operational sites.

Location Dashboard Overview​

The Location Management dashboard displays:

  • A list of all your locations with their status
  • Site-specific budget allocation
  • Service distribution across locations

Viewing Locations​

The main Sites view presents a table with the following information:

  • ID: Unique identifier for each location
  • Status: Open or Closed
  • Name: Site name/location
  • Enseigne: Brand/sign identifier
  • ZIP Code: Postal code
  • City: Location city
  • Country: Location country
  • Services: Number of services at this location

Location Performance Metrics​

The dashboard shows that your organization is managing:

  • 4 locations with 80% of the network coverage
  • Budget allocation per location
  • Quote counts per location

Adding a Location​

To add a new site to your database:

  1. Navigate to the Sites section from the left navigation menu
  2. Click the blue "+ Add a location" button in the top-right corner
  3. Complete the location form with the following information:
    • Site name
    • Status (Open/Closed)
    • Address information (ZIP code, City, Country)
    • Brand identifier (Enseigne)
    • Additional site details
  4. Click "Save" to add the location to your database

Modifying Location Information​

To edit an existing location's details:

  1. Navigate to the Sites section
  2. Find the site you wish to modify in the list
  3. Click the vertical ellipsis (⋮) in the far-right actions column
  4. Select "Edit" from the dropdown menu
  5. Update the necessary information
  6. Click "Save" to confirm your changes

Managing Location Status​

You can easily update a location's operational status:

  1. Navigate to the Sites section
  2. Find the location you wish to modify
  3. Click the vertical ellipsis (⋮) in the actions column
  4. Select "Change Status"
  5. Toggle between "Open" and "Closed" as needed

Open locations (displayed with green status indicators) are fully operational, while closed locations (red indicators) are maintained in the system but marked as non-operational.

Location Details and Analysis​

To view detailed information about a location:

  1. Navigate to the Sites section
  2. Find the location you wish to view
  3. Click on the location's name to access its detailed profile

The location detail view provides:

  • Complete address information
  • Services associated with this location
  • Budget allocation
  • Active suppliers serving this location
  • Performance metrics specific to this site

Location Budget Analysis​

The dashboard provides insights into your budget allocation by location

These insights help you identify where your resources are allocated and opportunities for optimization.

Tips for Effective Location Management​

  • Regularly review location status to ensure your system reflects current operations
  • Use location data to analyze service distribution efficiency
  • Compare performance metrics across locations to identify best practices
  • Monitor budget allocation by location to optimize resource distribution