Site Details
The site details page stores key information about the site, including its name, address, and contact details. This information is used throughout the system for identification, communication and reporting purposes.
Site Details Topics
Adding Sites
Follow these steps to add a site:
-
Select a Site from the estate structure
-
Click Duplicate
-
Enter the Site Name
-
Enter additional details if required for Description | Reference | Address | Contact Information
-
Click Next
-
Enter the Network Address - IP or Host Name
-
Select the Head Office PC for this site
If there is only 1 head office PC this will be preselectedZonal recommends to set the site 'Disable all Communications' so that it is not part of any comms jobs until the site is installed and PC available -
Click Finish
Settings
When a site is selected the following table outlines each setting and its corresponding functionality.
Setting | Description | Additional Information |
---|---|---|
Site Details | ||
Site Name |
Name of the site |
|
Site Description |
Description of the site |
|
Reference | Operation reference of the site |
This is used in other modules for identification of the site and can be use when having integrations with other systems |
Manager |
Manager of the company |
|
Telephone Number |
Telephone number of the company |
|
Site Address Details | ||
Address / City / County / Postcode |
Full address details of the company |
|
CLM Prefix Group | ||
Group Name |
The CLM Prefix Group defines any POS integrations that require a prefix, enabling the point of sale terminal to identify the correct integration based on the prefix provided |
For new sites this is left blank and is inherited from the estate or company details, alternatively selecting a new group can be selected which will apply to the selected site |
Location Tags | ||
Location Tags |
Any created location tags will be displayed for selection at the site level |