Overview 

A store holds the details of a location your team works with—contact information, address, map coordinates, category, tags, state, and the main customer it belongs to. Creating a store makes it available for visits, tasks, plans, and reporting. You enter all of the store’s details on a single form and save. Setting the coordinates, category, tags, and state accurately at creation time pays off later, because those fields drive map views and store-based access rules. 

Before You Start

You need access to the Store page and permission to add stores. Have the store’s details ready—name, contact, address, and coordinates—and make sure the store category, tag, state, and main customer you want to assign already exist. If any are missing, set them up under Store State, Category & Tag first. 

How to Create a New Location

1. Click Store in the left navigation menu to open the Store page. 

2. Click the plus (+) icon to add a new store. 

3. Fill in the store name and email address. 

4. Enter the store code, phone number, and website address. 

5. Enter the store address, state, and country. 

6. Provide the latitude and longitude for the store location. 

7. Select the relevant Store Category from the list. 

8. Select the city from the list. 

9. Assign a Store Tag from the list. 

10. Choose the Store State that applies. 

11. Select the Main Customer associated with this store. 

12. When all details are entered, click Save. 

Tips and Things to Know

• Accurate latitude and longitude place the store correctly on the map and help route optimization. 

• Category, tag, and state drive grouping and store-based user access, so set them thoughtfully. 

• If a category, tag, or state is missing, create it under Store State, Category & Tag first. 

• The main customer ties the store to the right top-level account. 

Frequently Asked Questions