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Location Groups

Last Updated: Thu Jun 24 2021

Location Groups are configured in Setup / Usage Rating / Locations / Location Groups

Overview

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).

Prerequisites

Locations need to be configured in the geotree in order to setup location groups.

Location Groups Panel

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.

Actions

Icon

Description

Deletes the location group if not in use (configured on rates)

Adds a new location group

Edit Location Group Panel

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

Locations tab

This tab allows you to add or remove geotree locations in order to define the territory that the location group applies to.


Adding Location Groups

  1. Under the Location Groups heading on the left click the (emoji) icon

  2. Under the Add Location Group heading on the right specify the location groups details

  3. 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

  4. Click Save


Editing Location Groups

  1. Under the Location Groups heading on the left click the group you wish to edit

  2. Under the Edit Location Group heading on the right modify the group details

  3. 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

  4. To remove locations on the Locations tab click the (emoji) icon next to the location and then the (emoji) 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

  5. Click Save when you have finished making changes


Deleting Location Groups

  1. Under the Location Groups heading on the left select the group you wish to delete

  2. Under the same Location Groups heading click the (emoji) icon

  3. On the confirmation dialog that appears select Yes