If there are delivery address that are used for multiple clients, you can save those as venues and once they are saved you'll be able to easily add the venue to your logistics for future orders of any of your clients. Your Venues List is where you will find a list of all the venues you have added to your account.
To reach your venues list, you'll click on Settings in your main navigation and then from your settings options you'll click on the Venues cell block.
From your venues list, you'll be able to manage existing venues or add new ones.
Add A Venue
To add a new venue, you'll click the green Add Venue button in the upper left.
Once you click the Add Venue button, you'll be taken to a new page where you'll enter all the information about the venue. Any field marked with an asterisk (*) will be required while others are optional.
Type - note wether the venue has only indoor or outdoor spaces or if it has both.
Name - type the name of the venue. As you begin typing, Google will offer options of locations in it's database. If you see your venue, you can select it from here and all the information available on the Google listing, like address, will populate for you.
Note: As with all address fields in Rentopian, if the address populated by Google is incorrect or does not match what you're looking for you can also manually enter the information and not use the Google information.
Contact Name - Enter the name of the representative for the venue you communicate with.
Phone, Secondary Phone, E-Mail, Website, Address, Zip, City, State - if Google does not complete any of these fields or what Google enters is incorrect you can enter those manually.
Notes - In the notes field, you can enter any of the information about the venue that you want to have for future reference. For example if the venue has 2 floors or if deliveries need to go to a specific door, etc.
Attachment - You can upload any documents related to the venue you would like to have on hand like a venue map. To add an attachment, you'll click the blue Add Attachment button and a window will pop up where you can choose files already in your account or add new files from your device by clicking the green Add files button.
Once you have entered the information about your venue, you'll click the green Save Venue button in the lower left. Once you save the venue, you'll be navigated back to your venue list and see a green banner confirming your venue has been saved.
You can also add venues when creating a transaction by selecting Venue Address under the Logistics section and clicking the blue New Address option.
When you click the New Address option, it will open a pop-up where you can create the venue.
Manage Venues
To manage a venue in you've created, you'll click the green plus to expand the options in for the venue you'd like to edit.
From here, you'll have three options. You can view the venue information by clicking on the eye icon, edit through the pencil icon, or delete by clicking on the trash can icon.
If you have any questions about creating or managing venues, please reach out to our team.