Overview
The following instructions will outline how to add and update locations in OneSpot.
Add Location
1. Select Admin.
2. Select Locations in the top navigation bar or Manage Locations under Your Locations.
3. Select Add Location.
4. Please complete all required fields and add any additional details that will help manage aged claims.
- Store Code: The store code is case-sensitive and must match exactly as it appears in Eye Cloud Pro. For example, if your store code is ‘OS,’ entering ‘os’ will not work. The system uses the ‘Store Code’ field to assign locations to claims and filter them based on the data in the aging report.
5. When finished, select Save Location. If you do not want to save the data, select 'Cancel.'
Updating Location Information - Store Codes
Once saved, location information can be edited by users with the Administrator role. Changing the Store Code triggers a confirmation prompt. If confirmed, this will:
- Update historical invoice data for that location (with a count of updated invoices displayed).
- Reassign all invoices to the new store code.
Update Location Status
The location's current status will appear in the Status column. Click the status to change it. A success message will show, and the status will be updated.
- If the status is Active, the option to Deactivate will display.
- If the status is Inactive, the option to Activate will display.
Add and Manage Location IDs
See Manage Locations - Location IDs for information about adding and updating individual location IDs.