Location Groups are configured in Setup / Usage Rating / Locations / Location Groups
Guides in this article:
Location groups are comprised of multiple GeoTree locations which together define a new territory where specific usage rates are applicable (e.g. spanning multiple cities, provinces, countries, etc.). Once a location group is added you will be able to configure it on any rate which is setup to use the GeoTree as its rater (rates that use a class based rater are not location based).
Locations need to be configured in the GeoTree in order to setup location groups
The Location Groups panel on the left of this screen allows you to select existing groups to view and edit on the Edit Location Group panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Deletes the location group if not in use (configured on rates)
Adds a new location group
The information in this panel reflects the currently selected location group. From here you can change group details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
Location Group Fields:
Name: a name for the group of locations (e.g. 'Zone 1' or 'Zurich, Luzern, Bern', etc.)
Description: an optional description of the location group
This tab allows you to add or remove GeoTree locations in order to define the territory that the location group applies to.
Under the Location Groups heading on the left click the icon
Under the Add Location Group heading on the right specify the location groups details
Add locations on the Locations tab by typing in a portion of the location in the Location To Add field at the bottom of the tab section, selecting a location from the search results, and then clicking the + Add button
Under the Location Groups heading on the left click the group you wish to edit
Under the Edit Location Group heading on the right modify the group details
To add more locations on the Locations tab type in a portion of the location name in the Location To Add field at the bottom of the tab section, select a location found from the search results, and then click the + Add button
To remove locations on the Locations tab click the icon next to the location and then the icon to confirm that the location should be marked for deletion. The location will be deleted from the group once the location group changes are saved
Click Save when you have finished making changes
Under the Location Groups heading on the left select the group you wish to delete
Under the same Location Groups heading click the icon
On the confirmation dialog that appears select Yes