HitPay’s multi-location management feature allows you to streamline sales across different stores and effortlessly track payments within a unified platform. This guide provides step-by-step instructions on creating, assigning team members to, and utilizing specific locations within the HitPay app. With multi-location support, you can better manage your business’s sales operations and gain valuable insights across various physical locations.
Creating Locations on HitPay
To create new locations from your HitPay Web dashboard, navigate to Settings > Locations and click the Add Location button. Provide a unique name and accurate address for the location and click Save to finalize the location creation.
Once a location is created, it will be automatically listed under active locations within the Settings section.
Assigning Team Members to a Location
Assigning team members to specific locations helps manage roles efficiently. This can be done via the HitPay Web dashboard by navigating to Settings > User Management:
- Select an existing user to edit.
- Choose the location(s) you wish to assign the user to.
- Click Save to apply the changes.
Adding Location to Transactions
Once locations are all set and users are assigned to these locations, you can further utilize these locations by tagging them to transactions via the HitPay App.
Log in to the mobile app and access the side menu by clicking on the profile display image on the top left corner of the screen, you can see the currently active location below your name. Click the location menu and select the desired location for transactions.
Switching Between Locations (for Cashiers)
Switching between locations is convenient and useful for users assigned to multiple locations:
- Access the side menu from the top left corner of the app.
- View your currently selected location below your name.
- Click the location menu and select the desired location.
Deactivating & Reactivating a Location
You can deactivate or reactivate a location temporarily or permanently from HitPay’s web dashboard by navigating to Settings > Locations. Click on the location to deactivate or reactivate and click Save to confirm your actions.
Deleting a Location
A location can be permanently deleted after it has been deactivated. To delete a deactivated location, navigate to Settings > Locations on the HitPay Web dashboard, click on a deactivated location then click on Delete Location and confirm.
Assigning Products to Locations & Channels
For businesses with diverse products, the ability to filter products based on location and channel is crucial. HitPay’s feature allows you to precisely assign products to specific locations and channels, ensuring efficient product management and a seamless user experience.
If you are also using HitPay to sell across multiple channels, you can precisely assign your products to be available only from specific channels.
To assign a product to specific locations or channels from the HitPay Web Dashboard:
- Navigate to Products > Products.
- Select the product you want to edit.
- In the editing interface, navigate to the Channels and Locations sections.
- Choose the desired channels and locations for the product.
- Click Save to confirm your actions.
Now your products will be available only in the selected locations and channels, providing targeted access to customers.