Monday, April 25, 2016

Adding of a Location

Monday, April 25, 2016 Posted by Sandeep Kumar Jha

The business will have different location and those different locations will be add so as run the business in a smooth manner.

General Info


The location code will be provided for the easy sorting of the location and identification.

The SO means the sort order, this is used to sort the location in the locations list.

Short Name is used to name the location of the company is short manner.

Location Type is given to know that whether is the warehouse, fabrication unit, distribution center, etc...

Zone is mentioned so that in which direction it is present.

Route is mentioned for the purpose of transportation of the products to the warehouse or warehouse to the customers.

Contact Information

This information is provided so as to contact with person who is taking in-charge of that location.

The primary phone and secondary phone is given because to avoid the breakage in the communication. For example if one phone is not working then we can use the other phone.

The mobile number is taken, if the person is not available in that location then we can contact him by the mobile.

Fax is used for sending the documents or the orders etc.

Email Address is also used for the communication purpose and also for the secured way of 
sending the orders and getting the transaction details.

Website is used for checking the products that are available with that location.

Billing Address and Shipping Address


The Billing Address is used to send the bills of the products.

The Shipping Address is used, inform the supplier to send the products that location.

These Addresses are given because for different locations the billing address will be same.


The Suite/Unit is the particular location of the office in an building that consists of large number of offices.

Transaction Defaults




The default sales person is the persons who takes care of all the transaction that are carried in that location.

The default price level is given so that such prices are used to sell the products for the different customers. These are called as default because to prices will be same in all the locations.

The default sales tax means the tax that should be paid by the customer for that location.

The default generic customer means  

The default currency means the amount should be paid in that currency.


Additional Info

The Internal notes is used to mention some important things about that location.