Editing Location setup

'''Location''' 

ADMIN > Locations > Location Setup


'''Purpose'''

Use this menu item to enter information for each rental office, whether it is owned or foreign. 


The Location program has an additional toolbar button:

[[File:tbchart.png]] – This will print a chart showing how the Reporting hierarchy is current set up. Any broken links in the hierarchy will also be shown.


'''Helpful Hints'''

When adding a new Owned renting location, be sure to also add:

Settings > System Configuration > Transaction Numbers
Admin > Locations > Rental Counters > Counters


'''Fields – General Tab'''

[[File:Location_General.png]]

Location – A code for the location. Once this code has been entered, it should not be changed. If you must change this code, please call Bluebird Auto Rental Systems support.

Name – Enter the full name for this location.

Address, Address 2, City, St & Zip – Enter the mailing address for this location in the appropriate fields.

County – Enter the county in which this location resides.

Country – Choose the appropriate country from the drop-down list. This list contains the records that have been created in [[Countries]] Setup..

Brand – Choose the location’s franchise from the drop-down list.  Unique features are activated for various brands.

Description – Enter a short description of the location. This field is used in Erez in the location lists.

Phone, Ext & Fax – Enter the phone information in the appropriate fields.

Web Phone - 

Email - If no email is entered in File->Preferences, reports will be sent to this email when the output destination is "Mail Recipient".  Multiple email addresses may be entered, separated by commas.

Currency - Each location can have its own default currency to be used during contract processing and the generation of reports.

Owned – This box should be checked for all locations that belong to your company. If this box is unchecked, the location is considered to be foreign. This information is used in [[Revenue Splits]] for rental of "owned" vehicles to foreign locations. A location record must be set up for each foreign location to properly track foreign vehicle.

Corporate Location – Check this box for corporate office location. Selecting this box will allow renting of corporate owned vehicles.

BlueChip Elite Participant – This field will appear if the brand is set to Thrifty. Check this box if the location participates in the BlueChip Elite Program.

Delete non-territory vehicles once they leave the location's - Use the pull-down menu to select the region, district, or city.  

Status – The status of the location, either open or closed.

Loc. Type – The type of location: rental, repair, or both.

Opened – The date on which this location was opened.

Closed – The date on which this location was opened.

Sequence - If you do not want locations to appear in alphabetical order in any drop-down menu, assign each a sequential number here.

Market Indicator

Carry Over Fuel Levels – If this box is checked, the fuel level that vehicles are returned at will be carried over to the next contract. If vehicles are normally refilled before the next rental, do not check this box.

Drop Zone – Used by time & mileage rates, this field separates locations into different zones. Rates can be restricted to only be available in certain zones.

Profit Center – Used for accounting, this is a code that is appended to account numbers when posting.

Latitude

Longitude


 
'''Fields – Detail Tab'''

[[File:Location_Detail.png]]

Manager’s Last Name – Enter the last name of the manager for this location.

First Name – Enter the first name of the manager for this location.

Ready Line Lot ID - If you are using Ready LinesReady_Lines, use the drop-down list to select the Lot ID. Use this function to assign a specific Ready Line Lot to this location.

Required Deposit – The action to perform on the contract estimate: Add a flat amount or percentage, use the estimated amount due or minimum deposit, or do nothing.

Add to Estimate – The amount or percentage to add to the estimated charges on contracts.

Minimum Deposit Amt – The minimum deposit required on a contract.

Reporting City – Enter the city this location reports to. Use the drop-down list to select the appropriate city. This is used in reports for choosing location in the ReportingReporting_List_Boxes lists.

Reporting Level – This value is used for calculating availability. The locations under the chosen level are used when the calculation is performed. For example, if the Reporting Level is set to City, all locations under the current location’s city will be used.

A/R Customer No. – Enter the Accounts Receivable customer number to be used when invoicing a foreign company for revenue splits due.

A/P Vendor No. – Enter the Accounts Payable vendor number to be used when entering invoices for a foreign company for revenue splits owed.

Tax ID #1/#2 – Enter the Tax ID(s), if applicable, for this location.

Location/City/Division/Company ID – Used for certain accounting interfaces.

Driver Ages: Enter the standard age restrictions you would like to establish as the default values for all car classes. Age restrictions can also be set by vehicle classClass_Codes. Any values set within the class codes will override any values specified for the location.

Hours of Operation – Enter the operating hours for this location. Reservations cannot be made with pickup or return times during which the location will be closed.

Dealerships – Select the dealerships that apply to this location.

 
'''Fields – Notes Tab'''

Disclaimer – This field is used by e-rez2 to display a message to the user pertaining to the pickup location. 

Notes – Any notes about this location can be entered here. If you are using NPC Commission Express, you must enter the NPC account number and e-mail address here. 

For example: NPC=12345

EMAIL=user@domain.com


'''Fields – Rev Splits Tab'''

If you are revenue splitting between owned locations, you can use these lists to simplify the revenue split matrix setupRevenue_Splits. When the current location is a contract’s pickup location, the other locations in the "Split with these locations" list will be considered foreign. This allows you to use a generic set of split matrices without having to set up specific splits for all owned locations.


'''Fields - ADP Settings'''

If you have the interface to ADP, use this screen to associate the location to the correct Journal.  Once your RentWorks database has been connected to ADP, the available journal descriptions will automatically appear in the drop-down menu for Journal.

You may then proceed to select the other options, such as Customer IDs and Account Number prefixes/suffixes.


[[Category:Bluebird]]