Locations Setup

Overview
Locations is where you define the location hierarchy used across the Broker CRM — when adding a resale unit or project, the Location field draws from this list. Locations are organized in a parent-child tree (e.g., Egypt → New Cairo → 1st Settlement → Banafseg).
How to Access
Go to Setup → Locations.
The Locations List
Column
Description
Code
An optional numeric code for the location.
Name
The location name.
Parent
The parent location this entry belongs to.
Actions
Edit or Delete.
Available actions: Search, Add New +.
Adding a Location
Click Add New + and fill in:
Field
Required
Description
Name
✅
Location name (e.g., New Cairo, 1st Settlement, Banafseg).
Parent
Optional
Select the parent location this entry sits under in the hierarchy. Leave empty for top-level locations.
Click Create to save.
💡 Build the hierarchy from top to bottom. Example: First create "Egypt", then create "New Cairo" with Parent = Egypt, then create "1st Settlement" with Parent = New Cairo, and so on.
⚠️ Locations used in existing resale units or projects cannot be deleted — remove the association first before deleting the location.