Inventory/Pickup Locations

 

Use the Inventory/Pickup Locations tool to define your locations for online inventory, for customer pickup, and for display in WebAlliance Mobile. This tool also builds the Branch Locator map at www.YourDomain.com/secondary/branchlocator.  From the Admin panel, select Site Manager>Inventory/Pickup Locations to view, edit or delete locations from the website.  

You must be a SuperAdmin to access this feature.

Please note that certain features of the Inventory/Pickup Locations tool will not be available to WebAlliance Portal Users, as the Portal does not have any eCommerce capabilities.

Note: Be sure to provide Aldrich Solutions with the ERP location IDs you want to use for inventory on the website. Those locations must be updated in your WebAlliance database, as well as on this page.

Viewing the Interface

Each record represents one inventory location. Use the interface as an overview of all your locations. Click "Add New Record" to add in a new location. Click "Edit" to change properties for a location. Click "Delete" to remove it from the website.

Add or Edit a Location

General

Adding or Editing a location results in the same interface. You should fill in all the fields on this form.

  • "Branch ID" should match a location ID from your ERP system. 
  • "Order Notify Email" refers to who the cart receipt email will be sent to within your organization.  When filled out,  the email will go to the value here if the user has this location as their Default Location and does not have an Order Notify Email specified on their User Details. Please note that this does not apply to WebAlliance Portal users, as the Portal does not have any eCommerce capabilities.
  • "Taker ID" will be the taker assigned to the orders placed by users with this Default Location assuming a Taker ID has not been specified on their User Details. Please note that this does not apply to WebAlliance Portal users, as the Portal does not have any eCommerce capabilities.
  • "Tax Rate" determines estimated tax in the event that a retail user selects Will Call as a shipping method. Format it as a decimal. Above, the tax rate (0.2) would calculate as 20%. Please note that this does not apply to WebAlliance Portal users, as the Portal does not have any eCommerce capabilities.
  • "Display on Pickup" determines whether the location is available to users who select Will Call or Customer Pickup during Checkout. Please note that this does not apply to WebAlliance Portal users, as the Portal does not have any eCommerce capabilities.
  • "Display on Mobile" determines whether this location appears in the "Find a Branch" section of WebAlliance Mobile. You'll see "Display on Mobile" here even if your company doesn't subscribe to WebAlliance Mobile.

Regions

This tab allows you to place the selected location into a region. You can learn more about how to create a region by reading about the Region Manager tool.

Branch Locator

From the Branch Locator tab, you can set whether you want the location to appear on the system-generated page at www.yourdomain.com/secondary/branchlocator on your website.   You can also set Branch Hours if you would like those to appear on the Branch Locator page.

You'll see "Display on Mobile" here even if your company doesn't subscribe to WebAlliance Mobile. For more information about WebAlliance Mobile, check out the Aldrich Web Solutions website.

Where does this information display?

Location information appears in several places throughout WebAlliance. Specifically:

  • Display Text: Shows on /secondary/BranchLocator and on Admin Labels (like in the User Detail page)
  • Branch Name: Shows on the Real-Time Inventory Popup and on the Customer Pickup selection list (if that option is enabled)