Location Groups allow you to create categories to use as filters in your reporting data to group location sales data together under one report. This guide explains how to set up and assign Location Groups.
- How to Create Location Groups
- Assign Location Groups to Locations
- Use Location Group Filter in Reports
How to Create Location Groups
- Decide how many categories you need for Location Groups.
- Navigate to Configuration > Location Groups.
- For each group, click Create and input the name of the group.
- Click Save.
Assign Location Groups to Locations
- Navigate to POS Manager > Locations.
- Assign the desired Location Group to each Location.
- Click Save.
It will then be an available filter in your Reports.
Use Location Group Filter in Reports
Please see below for an example of how Location Groups could help you organize your reports. Notice that the report below is filtered by the location group: Bar Group. Each location (East Bar, West Bar, Tiki Bar and Catering Bar) has been set up using the steps outlined above so that they belong to the Bar Group location group.
As a result, when that filter is applied, you can see that the information in the report is specific to only those locations. This may be useful if you frequently want to see your sales data filtered by certain groups of locations (e.g. Concessions, Bars, Suites, etc.).