Setup your Location(s)
The first thing you are going to do, after signing up of course, is setup your location. A location
could be considered as anyone of the following things:
1. Your physical store(s): If you are a retailer in a shopping complex or maybe you have
many stores, like a franchise.
2. Your Business: If you sell products/services to other businesses
3. Your Website: If you are an online retailer
4. Anywhere where you are: Perhaps you are a consultant and you move around
Think of a location as the place a customer would interact with you. You would typically add a
location for every store that you own.
Step 1: Setup your Location:
1. Roll your mouse over Clients, then click on the Locations tab.
2. Then select “New Location”
3. Your location will automatically be issued the following: (You don’t need to touch these,
but they are explained below)
a. Location ID: This is the unique location ID that is given to this store. Each location
will be given a unique ID. You will use this ID when you log in to your web terminal.
(Note: TLB is short for The Loyalty Box”, just in case you're wondering)
b. Integration Auth: This is a fancy code used for your Point of Sale integration (If you
are integrating The Loyalty Box into your POS system)
c. Integration Password: A password used for your Point of Sale integration.
4. Fill in your Location Name: Be descriptive here, so that you can easily identify your
different stores, if you have multiple locations. Example: Bob’s Pizza Cape
Town
5. Fill in the rest of the demographic details like telephone numbers and address
information.
6. Notes:
a. UTC Offset: Stands for “Coordinated Universal Time”. Depending on where you
are in the World, you will have a UTC offset. Why do I need this? Well, our
servers are based in Cape Town & Johannesburg. If you are NOT living in South
Africa and you want your transactions to show up in your local time, then you
would enter in your UTC Offset here and then your transactions would show up in
the correct time for you. You can find out what your UTC figure is by visiting
http://www.worldtimeserver.com/current_time_in_UTC.aspx and searcing for
your country.
b. Employee Login: If you “tick” this option, then your employees will be required to
enter in a username and password when they try perform transactions on your
web terminal. (Employee Permissions, discussed a bit later)
c. Status: Select Enabled or Disabled depending on whether the store is live or not.
7. When you're done, Click Save.
Add additional Locations:
1. All you need to do is go back and repeat the steps above for all the other locations you
want to add, once saved you can see them all under Clients > Locations > View
Locations tab
