Animana allows you to create multiple locations. This is very useful when your practice has multiple branches or when you are using company cars to do farm calls. By default your account will have at least one location. By creating multiple locations, you can register the stock, diary and turnover for each location. This article explains how to create a new location and what other considerations you need to bear in mind.
Before you start
- Before creating a new location, it is advisable to create a new appointment group (with associated appointment books). See the Related articles for more information.
- You need permission to be able to add new locations and subsequent settings. Permissions can be adjusted by practice administrators in
> General Settings > Role Management.
Step-by-step instructions
- Go to
> General Settings > Locations. - Click
. - Fill in the fields as required. The table below explains the fields.
This is box titleTip: if you have not entered a label header under > General Settings > General Settings > Paper Format, the fields: name, street, house number, postcode, city and phone that you enter below will be used as the header on your label. - Click Save.
More about this
How should I fill in the location fields?
Below, you will find an explanation of what information you can enter in the location settings:
| Field | Description |
|---|---|
| Active | Yes: if the location is in use. No: if the location is not in use. |
| Name | Enter the name of the location here. This name appears within the application, and is also displayed at the top right of the screen, below the user name. |
| Full name | A fuller name for this location can be specified here. The 'Full name' is created for external use and shows on documents such as labels, invoices and letters. The full name can be used in the Content Designer with the merge code ${location.fullname}. |
| Street | Enter the street name of the location here. |
| House number | Enter the location's house number here. |
| Postcode | Enter the location's postcode here. |
| City | Enter the city of the location here. |
| Country | Choose the country from the drop-down menu. |
| County | Enter the county of the location here. |
| Province | Enter the province of the location here. |
| State | State does not apply to the United Kingdom. Please leave this field blank. |
| Phone | Enter the full phone number of this location here. |
| Fax | Enter the fax number of this location here. |
| Enter the email address of this location here. We advise to enter your e-mail address in this format instead: "Your-Clinic-Name |
|
| Practice Registration Number | Enter the practice registration number of this location here. |
| Bank account | Leave this field empty. |
| IBAN | Enter the IBAN ("International Bank Account Number") of this location here. |
| BIC | Enter the BIC ( "Bank Identification Code") of this location here. |
| Appointment group | Here, the appointment group of this location can be selected. |
How can I log in to this new location?
After logging into Animana, the active locations are displayed. Clicking on the desired location will log you in to that location.
How can I switch locations if I am already logged in?
Click on the name of the location at the top right of the screen under your username.
A drop-down menu opens with an overview of the active locations. The location you are currently logged in to is in bold and has a checkmark in front of its name. If you click on one of the other locations in the list, you will be transferred directly to that chosen location.
How can I set a letterhead for this new location?
You may well want to use different letterheads for different locations, for example because the addresses for each location are different. It is possible to set a separate letter header and/or letter footer for each location. See the Related articles for more information.
How can I add a payment method for this new location?
The different locations of your practice all have their own administration and so some things will also have to be set up financially in Animana. For example, each location needs its own payment items (a cash, pin, bank or safe). These payment items must be added in Animana as general ledger numbers in the so-called general ledger scheme. See the Related articles for more information.
How should I set up stock for this new location?
Each location has its own stock management. Via 
> Stock > Edit Stock, you can enter the settings for the products of the new location. See the Related articles for more information.