How to create and edit locations

Save time and reduce errors by creating reusable locations in Rose Rocket. Learn how to manage addresses for warehouses, terminals, or customer sites and streamline your workflows.

Description Summary

The Locations feature in Rose Rocket helps you store commonly used addresses so you can quickly reuse them across orders and quotes workflows.

User Segment

Brokers, Carriers, Admins

How it Works

There are two ways to save locations. You can save locations from the Settings module, or during the order creation process.

Creating Locations from Settings

You’ll see a list of all previously used locations. You can edit any of the fields by clicking on that field.

1. Go to Settings > Locations
   From the sidebar, navigate to Settings, then click Locations.

2. View and Edit Existing Locations
   A list of previously saved locations appears. You can edit address fields by clicking into them directly.

3. Click “Create Location”
   Enter the location name, address, and any additional information in the fields.

4. Assign Customers
   Select a customer to assign this location to.

Watch the video below for a step-by-step walkthrough of the process. 

Saving Locations from Order Creation

1. Start a New Order
   Begin creating an order through your standard workflow.

2. Enter Pickup or Delivery Location
   While adding a stop, you’ll see a checkbox that allows you to save the location.

3. Check “Save location for this customer”
   When the box is checked off, the new address is saved to your Locations list for future reuse.

The video below walks through the process.

Use Case Examples

• A dispatcher saves a frequently used warehouse for reuse across multiple shipments.

• A CSR adds a customer's delivery site during order entry to avoid future retyping.

• An admin bulk-creates terminal addresses in the Settings panel to prep for onboarding.

Best Practices

• Keep the location list clean by periodically removing or updating old entries.

• Use consistent naming conventions for quicker searching and filtering.

• Save new customer delivery points during order creation to reduce duplicate work.

Common Issues & Troubleshooting

Can I edit a saved location’s name or address?

Yes. Go to Settings > Locations and click into the field you'd like to update.

Can I delete a saved location?

Yes. Go to Settings > Locations and check the box next to the location you want to remove. You will then see a delete button show up.

Can I assign multiple customers to the same location?

Currently, each location can only be assigned to one customer. If you need to assign the same location to additional customers, you will need to create separate locations for each.