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holray:maintain_locations [2022/02/28 14:14] rachelholray:maintain_locations [2023/05/11 08:52] (current) holray
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 You may operate your business from more than one location. This is where you add your locations. A location can be an actual place, or it can be used to differentiate between your hire boats, cottages, day boats and so on. You may operate your business from more than one location. This is where you add your locations. A location can be an actual place, or it can be used to differentiate between your hire boats, cottages, day boats and so on.
  
-To amend and existing location, simply click on it. You can edit it or delete it.+To amend an existing location, simply click on it. You can edit it or delete item as detailed in the [[holray:screens|User interface]] section.
  
-To create a new location, click the blue New location button. A pop up window will appear where you can complete the application for new location. Most of the inputs are self explanetory (you can alwys use an existing location for guidance).+To create a new location, click the blue New location button. 
 + 
 +{{ :holray:maintainlocations1.png?direct |}} 
 + 
 + 
 +A pop up window will appear where you can complete the relevant information for your new location. Most of the inputs are self explanatory (you can always use an existing location for guidance). See below to see what the pop up box looks like once you click on New Location 
 + 
 +{{ :holray:maintainlocations2.png?direct |}} 
 + 
 + 
 +---- 
 + 
 + 
 +==== Hoseasons ====
  
 If you use Hoseasons, you will need to add their user name. This is usually your main company name. You will need to add the password for Hoseasons, and the site code which is what Hoseasons use to determine which site you are using for this location.  If you use Hoseasons, you will need to add their user name. This is usually your main company name. You will need to add the password for Hoseasons, and the site code which is what Hoseasons use to determine which site you are using for this location. 
 +  * [[Hoseasons settings - Original API]]
 +  * [[Hoseasons settings - Sync API - 2023 onwards]]
 +
 +
 +----
 +
 +
 +==== SagePay information ====
  
 If you take payments online you will need to add your sagepay vendor name. The cost centre will also be as you have set up for your records (and is often the code for the location). If you take payments online you will need to add your sagepay vendor name. The cost centre will also be as you have set up for your records (and is often the code for the location).
 +
 +
 +----
 +
  
 The rest of the set up is fairly easy. Many of the fields do not need to be completed as they probably do not apply; use the defaults.  The rest of the set up is fairly easy. Many of the fields do not need to be completed as they probably do not apply; use the defaults. 
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 A box can be made larger by dragging out the lines in the bottom right-hand corner (the curser will change to an arrow when you have hit the mark). A box can be made larger by dragging out the lines in the bottom right-hand corner (the curser will change to an arrow when you have hit the mark).
  
-Click Save to save your location. You can amend it at any time. +Click **Insert** if adding a new location or **Save** to save an existing location. You can amend it at any time. 
  
holray/maintain_locations.1646057651.txt.gz · Last modified: 2022/02/28 14:14 by rachel