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:
On the dashboard, navigate to the Side Bar on the left hand side
Click Site
Then, click Locations
Click Add Locations in the top right corner
Enter the location name
Click Add
Companion App
To add a location via the Companion app, please follow the below steps:
Navigate to the Custr Companion App and click Items
Click the three dots in the top right corner
Click Create New Item
Go to Location
Click Create New Location
Enter the new location you wish to add
Click Create
How to Edit Locations
To edit location details via the dashboard, please follow the below steps:
On the dashboard, navigate to the Side Menu
Click Site
Click Locations
Then, click Edit next to the location name
Enter the new location name
Click Save
How to Delete Locations
To delete location details via the dashboard, please follow the below steps:
On the dashboard, navigate to Configuration
Click the Settings dropdown
Click Locations
Then, click Delete next to the location name
