Frequent Locations ( Hot Spots )

Hot Spot - an address you frequently deliver to, (for example: funeral home, hospital, etc..)

You can add a NEW HOT SPOT from 2 different locations: Admin or POS screen  

ADMIN:

• To add a frequent locations from the ADMIN section, click on the TOOLS button on the top LEFT of the screen.

• Select SYSTEM SET UP from the TOOLS drop down menu. 

• Select the GENERAL tab from the LEFT side of the system set up window. 
• Select HOT SPOTS button from the general tab.

• Once in the hot spots window, start typing in the field under the section 'Hot Spot'... Business Name, Phone, etc.
• When complete, click SAVE.

POINT OF SALE:

• The second location to add a hot spot is in the POS section. In the recipient section of a Delivery, Pickup or Wire Out of Wire In order, click to the HOT SPOTS button. 

• A window of hot spots will appear. In the NEW HOT SPOTS section, start typing the Business Name, Phone, etc.. 
• When complete, click SAVE.

  
USING A HOT SPOT:

There are 2 ways to use hot spots, through using the SHORT CUT CODE and using the HOT SPOT BUTTON.

1. Shortcut Code

• When completing the RECIPIENT section of an order, enter the LOCATION'S CODE in the business field. (Remember the code is not case sensitive.)
• Once the code is entered, press F1.  

2. Hot Spots Button

• When completing the RECIPIENT section of an order, click the HOT SPOTS button.

• A window of hot spots will appear. Select the desired hot spot from the list or search for it using the search field.
• Once the hot spot is located, click on the row that the desired hot spot is in to select the hot spot.
• Once the hot spot has been selected, click the ADD TO ORDER button and it will load into the respective fields in the order.