Organizing Locations

To effectively manage and organize locations in your account, you can use two key features: Folders and Tags.

Understanding Folders vs. Tags

Folders help create a hierarchical structure for organizing locations based on business logic or organizational needs.

Purpose for creating folders:

Each folder name must be unique within your account.

A location can belong to only one folder at a time.

Folders can have subfolders, allowing for nested organization.

Example Use Cases:

Grouping locations by region or territory.

Organizing franchise locations under parent companies.

Separating locations by business division.