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Location Settings

The location settings section contains a variety of customizable settings and functions for the locations in the system.

Under the locations tab in admin settings, various information and settings can be changed for locations in the system. Once on the locations page, you will see a list of locations that are in the system. To edit a location, simply click the edit link on the right side of the location in the list.

Overview

On the overview tab of a location, various information related to the name, contact, address and other basic information can be edited here. Defaults can also be set for the contract template and statement of account template.

Case Numbering

The case numbering tab allows for you to set a case ID numbering structure for the location. There is an explanation on the right side that explains how the case number works. Options are also available for resetting the case number count yearly or monthly.

In the how this works section, links are available to show examples of formatting configurations and advanced configuration values that you can use.

Case Number Formatting Examples

Counting yearly:

Format: %{YEARSHORT}%{PAD5COUNT}

This outputs the current year in two digits followed by the current count padded with five zeroes Examples:

    • 1800003 (The third case for 2018)
    • 1800025 (The 25th case for 2018)
    • 1900001 (The first case for 2019)

Counting yearly (Smaller Count Size):

Format: %{YEARSHORT}%{PAD4COUNT}

This outputs the current year in two digits followed by the current count padded with three zeroes Examples:

    • 18003 (The third case for 2018)
    • 18025 (The 25th case for 2018)
    • 19001 (The first case for 2019)

Counting yearly by location:

Format: %{LOCATIONID}%{YEARSHORT}%{PAD4COUNT}

This outputs the id of the location, the current year in two digits, and the current count padded with four zeroes Examples:

    • FH180003 (The third case for 2018) 
    • FH180025 (The 25th case for 2018)
    • FH190001 (The first case for 2019)

Counting monthly:

Format: %{YEAR}%{MONTH}%{PAD3COUNT}

This outputs the current month in two digits followed by the current count padded with three zeroes Examples: 

    • 201908003 (The third case for August 2018)
    • 202001001 (The first case for January 2020)

Formatting Variables

Variables that can be used:

DAY
The current day with a leading zero (ex: 01, 02, 30)

MONTH
The current month with a leading zero (ex: 01, 02, 12)

YEAR
The current year as four digits (ex: 2018, 2019)

DAYSHORT
The current day without a leading zero (ex: 1, 2, 30)

MONTHSHORT
The current month without a leading zero (ex: 1, 2, 12)

YEARSHORT
The current year shortened to two digits (ex: 18, 19)

LOCATIONID
The Custom ID of the location handling the Case

PRENEED
Outputs "PN" if the case is marked with a status of Preneed

ATNEED
Outputs "AN" if the case isn't marked with a status of Preneed, Archived, or Lost

STATUS
Outputs "PN" if the case is marked with a status of Preneed, otherwise outputs "AN"

FIRSTNAME
The first name of the Decedent

CAPFIRSTNAME
The first name of the Decedent in all capital letters

CAPFIRSTINITIAL
The first letter of the first name of the Decedent capitalized

LASTNAME
The last name of the Decedent

CAPLASTNAME
The last name of the Decedent in all capital letters

CAPLASTINITIAL
The first letter of the last name of the Decedent capitalized

COUNT
The current count of Cases

PAD3COUNT
The current count of Cases padded with zeros up to three positions (ex: 001 002 .. 025)

PAD4COUNT
The current count of Cases padded with zeros up to four positions (ex: 0001 0002 .. 0025)

PAD5COUNT
The current count of Cases padded with zeros up to five positions (ex: 00001 00002 .. 00025)

**Case numbering can be set to be the same across all locations in the admin settings under the case numbering tab. In this tab an option is available to enable location based case numbering which will utilize the case numbering format set up on the locations individually. If you wish to have a system wide case numbering format, simply go to this area and make sure this option is not checked off.

Location's General Price List

The general price list tab allows you to set a price list for the location. It is important to note that once a price list is set for a location it cannot be changed.

User Access

The user access tab allows you to manage which users have access to this location in the system. Users can be removed by clicking the remove access link on the right side. To enable access to this location for users, click the enable location button and select the users you want to enable.
 
 
Location's Vehicles
 
The vehicles tab allows you to assign vehicles to a location. Any currently assigned vehicles will be listed out and to add a vehicle, simply choose a vehicle from the drop down menu and click add vehicle.
 
Location's Taxes
 
The taxes for a location can be set under the taxes tab. Here you will see any tax rates listed out for the location. Too add taxes, simply click the update button and enter the tax rate amount to apply. Once saved the tax rate will display in the historical sales tax rates section below.
 
Special taxes
 
The special taxes section allows you to apply any special taxes that are in the system to this location. Simply choose the special tax from the dropdown options and click the add special tax button to add it to the location. Once the tax is added, you will see it appear in the list at the bottom of the tab.