Location Groups Screen

Last verified with: 10.8.6.0

Overview #

Location Groups are used to combine multiple GeoTree locations into a single reusable grouping. This makes it easier to apply the same location-based rating logic across several related locations without configuring each location individually on every rate.

Once a location group has been created, it can be selected in areas that support GeoTree-based rating. This is especially useful when rates should apply across a defined set of countries, regions, or other GeoTree territories.

Prerequisites #

Locations must already exist in the GeoTree before they can be added to a location group.

Location Groups Panel #

The Location Groups panel on the left displays the groups that already exist in the system. Select a group to load its details in the edit panel on the right.

Actions #

Icon	Description
	Deletes the location group if not in use (configured on rates)
	Adds a new location group

Edit Location Group Panel #

The panel on the right displays the selected location group and is where you maintain its configuration.

Main Fields #

• Name: The name of the location group.
• Description: An optional description that explains the purpose or composition of the group.

Locations Tab #

The Locations tab is used to manage the GeoTree locations that belong to the location group.

Location Filter #

The filter field at the top of the tab lets you narrow the visible list of locations already attached to the group.

Location To Add #

The search field at the bottom of the tab is used to find a GeoTree location to add to the group.

Add #

The Add button attaches the selected location to the current group.

Location List #

The location list shows the GeoTree locations currently included in the group.

For each entry, you can:

• review the current group membership
• remove a location from the group
• restore a location that was marked for removal before saving

Adding Location Groups #

To add a location group:

1. In the Location Groups panel, click Add.
2. Enter the Name.
3. Enter the Description if needed.
4. Open the Locations tab.
5. In Location To Add, search for a GeoTree location.
6. Select the location and click Add.
7. Repeat this process until all required locations have been added.
8. Save the location group.

Editing Location Groups #

To edit an existing location group:

1. Select the group in the Location Groups panel.
2. Update the Name or Description if needed.
3. Open the Locations tab to add or remove locations.
4. Save the changes.

Deleting Location Groups #

To delete a location group:

1. Select the group in the Location Groups panel.
2. Click Delete.
3. Confirm the deletion when prompted.