Site Groups

When creating certain record types across the iOrder platform, selecting sites is often required and frequently, the same sites are chosen. To streamline this process, Site Groups can be created, allowing for quick and efficient site selection when working with records that require it.

Adding Site Groups

Follow these steps to add site groups:

1. Click Configure Groups | the site group list will be displayed

2. Click Create New Group

3. Enter Site Group Name

4. Enter search term, Site Name | Sales Area Name | Site Reference

5. Select the required Sites & Sales Areas

   Clicking the + icon will display the sales areas within a site if specific selection is required

6. Click Save Changes

Adding Site Groups by CSV

CSV files of Site Groups can be imported and must be in the following format with the first column containing

• Site Reference

Follow these steps to add site groups by csv import:

1. Click Configure Groups | the site group list will be displayed

2. Click Create New Group from CSV

3. Enter Site Group Name

4. Click Choose File | Navigate to and select the updated CSV | click Open

Site Groups List

The site group list enables addition actions to be completed.

Editing Site Groups

Follow these steps to edit site groups:

1. Click Configure Groups | the site group list will be displayed

2. Enter a search term, Name | click Search

3. Click Edit for the required group

4. Update the group as required

5. Click Save

Deleting Site Groups

Follow these steps to delete site groups:

1. Click Configure Groups | the site group list will be displayed

2. Enter a search term, Name | click Search

3. Click Delete

4. Confirm OK to delete the site group