What you can do with locations
With locations, you can:
View earnings per location
See the number of terminals assigned to each location
Track transactions and volume per location
Assign terminals to specific locations
Generate location-level reports and statements
Creating a new location (dashboard)
Go to Locations from the left navigation menu
Click New location
In the popup:
Choose a colour code
Enter a location name
Add the location address
Click Save location settings
The new location will be created and appear as a location card.
Viewing and editing a location
Click on a location card
At the top of the page, you can see:
Location name
Colour code
Address
Click Edit to update any of this information
Location transaction overview
Within a location, you can see:
Transaction volume
Transaction count
You can switch between:
Today
Yesterday
This week
This month
Custom date range
Generating a statement for a location
Open the location
Click Statement on the right side
Select the date range
Click Generate statement
You can then:
Download the statement
Or receive it by email
The statement will include transactions for that location only.
Assigning terminals to a location
How terminal assignments work
Each terminal is assigned to one location at a time
All transactions from that terminal are reported under the assigned location
Assign a terminal
Open the location
Click Edit terminals
In the popup, you’ll see all terminals with status badges:
Available (green) – not assigned to a location
Current location (blue) – already assigned to this location
Assigned to another location (shown in the list)
Select the terminal(s) you want to assign
Click Save terminal assignments
Once assigned, all future transactions from the terminal will be reported under that location.
Reassign a terminal
You can select a terminal that is currently assigned to a different location and assign it to the new location. The terminal will be moved automatically.
Using locations on mobile
On the mobile app:
Tap Account
Scroll down and select Locations
Location setup, reporting, and terminal assignment work the same way as on the dashboard.
Deleting a location
Locations cannot be deleted from the dashboard or mobile app.
To delete a location, contact Zavo Support.
Need more help?
Contact Zavo Support via the mobile app, dashboard, website, or your Account Manager.