Locations
Your sites: their hours in their own time, their manager and people, franchise outlets kept apart, people and equipment moved between sites with who and when, and every site side by side.
Getting started
These are the steps in the order somebody would do them. The same list is in the tool: press F1, or the control reading "How this works" at the top of the window.
1. Press New site and give it a name and a code
Give it a name, a short code and its address. A site in another time zone keeps its own, and its hours are shown in its own time with yours beside them.
2. Name its manager and its people
The manager and the people who work there are recorded from a day. Moving somebody to another site ends their time at one and starts it at the other, and both sites keep the move.
3. Give the manager their site and only their site
Limit to this site writes the grants that let the manager see this site's records in the tools you choose. Keyway itself refuses them every other site's, in the records, in search and in the totals.
4. Keep a franchise outlet apart
Mark a site as a franchise and name the company that owns it. Its money is never added to your totals unless you say so on the site.
5. See every site side by side
The Roll-up counts each tool's records by site, says which tools do not mark a site yet, and saves as a spreadsheet. Nothing is sent by Locations.
The screens, and what to do first on each
Each of these opens with nothing on it on a new install. What the tool says on that screen is what this section says, because it is the same sentence.
No sites yet
A site is one place your business trades from: a shop, a depot, a branch in the next town, or a franchise outlet somebody else owns under your name.
First thing to do: Press New site and give it a name and a code.
Nothing has moved between sites
A person starting at another site ends their time at the first on the same day, and a van sent to another depot leaves one and arrives at the other.
First thing to do: Press Move a person or equipment.
No sites to compare yet
Every site's people, equipment, stock movements, expenses, orders, rentals and visitors, counted from each tool's own records.
First thing to do: Add your sites on the Sites screen, then refresh the roll-up.
Your hours are not stated yet
Set once here. A site that states its own keeps its own, and every other site follows these the day they change.
First thing to do: Type your opening hours for each day and press Save.
If you get stuck
Write to support@keywaysuite.com. We answer within one business day. Keyway can send us what it knows about your installation: open the hub, go to About and press Get support. It writes one file wherever you choose and never includes your licence, a password, a customer name or a customer address.