If you mainly serve private customers, this will be an exception, but in other cases the option to define different locations for a customer comes in handy.
The importance of locations
The region of a location determines which regulations are applied to the installations at that location, and therefore also which actions are available (because a Flemish combustion certificate is not valid in Brussels).
Within Climapulse, you cannot assign a function to a location. So you do not have a delivery or billing address. Only locations, one of which is the main address that you can manage directly via the customer.
In addition, locations can also play a role in access management to the klantenportaal. This is useful when there are different people responsible for the different locations.
Add locations
You can find the locations of a customer in the customer profile. You can also add new locations this way. All available locations of the customer can be found under the tab “Locations”. In this screen you can also add a location by clicking on “New location” at the top right.
A location cannot be linked to another customer afterwards.
Overview of buildings and installations
For each location you will find an overview of the buildings and the installations within each building. You will also immediately receive the necessary information such as reference, model data and properties, supplemented with the date of your last order for that installation.
Info
Climapulse Service will automatically provide an “implicit” building for each location. Installations that are not linked to a building are automatically included here.
Manage contacts
You have the option to register the details of contact persons on site. This not only ensures that each employee can quickly get in touch with the right person, it also ensures that after your work you can quickly and carefully deliver the necessary documents to the correct persons.
Change main address
It can happen, for example through mergers and acquisitions, that the main address of a customer changes. However, you must make a distinction between the administrative and the physical: if you change the address itself, the address of all installations at that location will also change. Typically, this will not be the case.
In general, it is therefore advisable to add the new location and then designate that location as the main address via its options.
Merge locations
Redundant or duplicate locations can be removed by merging them. You can easily do this with the following steps.
1. Select the item that is no longer needed (Location A) and select the option Merge.
2. Select the location (B) into which Location A should be merged.
3. Determine what to do with existing buildings
- Place under an existing building
- Create as a new building
Tip
Always place the standard building under “Standard Building” and merge associated buildings. If a building is not in the list, add it as an “Extra Building”
4. Finally, confirm your choice. Location A will be removed and Location B will now contain the installations and/or buildings of Location A.