Steps
On the location details page, select “Add Site”:
A sidebar menu will appear with options to select:
Site Name should be descriptive of the site.
For example, “main store” with the unit number
Open Date can be selected from a calendar menu. Please choose the planned open date. This can be changed later as necessary.
Next, select the status that the site currently sits in. During our discovery process with you we will learn your current status list and ensure this is shown here. Common examples include:
Not Qualified | First stage of a site, when the RES team is performing due diligence on vitality |
Active | Site has been approved and handed off |
Inactive | Site has been canceled |
Open | Site has opened |
Click “Save” once selections have been made.
