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Locations

Learn more about the different ways to set up and manage locations.

Updated over 2 weeks ago

Overview

This article will explain how to add new locations via the Custr dashboard or the Companion app, making it easy to update your records in real time. Locations can also be edited or deleted through the dashboard, ensuring accurate and up-to-date information. Follow the outlined steps to efficiently organise and maintain your location data.

How to add Locations to Your Account

There are two ways to add locations onto your account. This is through the dashboard or via the Companion app, both of which provide additional security and time management.

Dashboard

To add a location via the dashboard, please follow the below steps:

  1. On the Dashboard, navigate to the Side Menu on the left hand side

  2. Click Site

  3. Then, click Locations

  4. Click Add Locations in the top right corner

  5. Enter the location name

  6. Click Add

Companion App

To add a location via the Companion app, please follow the below steps:

  1. Navigate to the Custr Companion App and click Items

  2. Click the three dots in the top right corner

  3. Click Create New Item

  4. Go to Location

  5. Click Create New Location

  6. Enter the new location you wish to add

  7. Click Create

How to Edit Locations

To edit location details via the dashboard, please follow the below steps:

  1. On the Dashboard, navigate to the Side Menu on the left hand side

  2. Click Site

  3. Click Locations

  4. Then, click Edit next to the location name

  5. Enter the new location name

  6. Click Save

How to Delete Locations

To delete location details via the dashboard, please follow the below steps:

  1. On the Dashboard, navigate to the Side Menu on the left hand side

  2. Click Site

  3. Click Locations

  4. Then, click Delete next to the location name

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