Location Groups

Overview

A location groups defines a group of locations, e.g. group of postal codes, group of city/district/ward.

They have 2 main purposes:

1. Location groups are used to define serviceable areas for the SKUs you're selling. This is defined at the Fulfiller Location level.
2. Location groups are used for segmentation purposes to display content to users based on locations

To create and manage location groups, navigate to Location Group Bulk update on Foxtrot.

To view existing location groups in the system, navigate to Location Groups on Foxtrot.

Location Groups Bulk Update

As an admin user, I can create and update location groups by uploading a csv file of location groups and locations.

Location Groups: List View

When a user navigates to the Location Groups page, user sees a list view of all uploaded location group files.

• Name: The name entered when a user uploads a location group
• File Name: The name of the file that was uploaded
• Admin User: The account of the admin user who uploaded the file
• Upload Time: The time that the location group file was uploaded
• Status: The upload status of the slocation group file:
  • Uploaded —> The file was uploaded successfully
  • Ingested —> The file was ingested and store mappings was updated successfully
  • Upload Error —> There was an error with the file that will need to be fixed and uploaded again
    • File validations:
      • File format (headers): see Download Template
      • Existing location group names: must include existing location group names. new location groups will be created if not found.
      • If your system uses postal codes:
        • Existing postal codes: must be an existing postal codes and no new postal codes
      • If your system uses City/District/Ward:
        • Existing city code: must be an existing city code and no new city codes
        • Existing district code: must be an existing district code and no new district codes
        • Existing ward code: must be an existing ward code and no new ward codes

Location Group: Download Template

In the top left corner click Download Template to download the CSV template for a new location group file.

File attribute for systems using postal codes

Field Name	Description	Format
location_group_name	Location group name. Must be unique	String
postal_code	Serviceable postal code. Each postal code must be a new row	String

File attributes for systems using city/district/ward

Field Name	Requirement	Description	Format
location_group_name	Required	Location group name. Must be unique	String
city_name	Required	Name of the city Example: Thành phố Hà Nội	String
city_code	Required	Code of the city Example: 01	String
district_name	Required	Name of the district Example: Quận Ba Đình	String
district_code	Required	Code of the district Example: 001	String
ward_name	Required	Name of the ward Example: Phường Phúc Xá	String
ward_code	Required	Code of the ward Example: 00001	String

Location Group: Bulk Update

You can upload a new file to create or update location groups.

• To upload a new file, in the top left corner click Bulk Update, add a name, choose a file and save.
  • In case of errors, a popup will appear:

• If the location_group_name in the file is new, a new location group will be created with the locations defined in the file
• If the location_group_name matches an existing location group, the upload will override the locations in this location group and replace them with locations defined in the file
  ⚠️ This is an override function and not an append
  ⚠️ Name match must be an exact match

📣 Please make sure you double check the file before uploading and always upload one file at a time.

Location Groups

Navigate to the Location Groups page to view details for existing location groups

📣 Please see Location Groups Bulk Update user guide as best practice to create and update Location groups

Location Group: List View

• Id: internal Spresso system Id of the location group
• name: name of the location group created from Location Groups Bulk Update file
• status: status of the location group

Location Group: Filter

• Search and filter by Status (Active, Paused, Deleted)

Location Group: Update

📣 Please use Location Groups Bulk Update as best practice update location groups.

• Click into the Id column to see details of a Location Group
• Name: name of the location group
• Status: status of location group
• Location identifiers: locations served by this location group