Add New Location

How do I get here? Customers Menu ► Search ► Select Account ► Locations ► Add Location
Purpose

The purpose of this tab is used to add and maintain all customer Locations from one screen. The Locations grid will show ALL customer locations that are setup in the system.

When a new customer is created, a Location record will be created using the data entered into the Customer Information screen. This will be known as the "BillTo" location. Additional locations can be added as well.

Customers can have two types of Locations, each of which can be tied directly to products:

  • BillTo - only ONE address can be the main BillTo address. This will be the information that appears across the top of the Customer Module and the data on the Customer Information screen. This is important for determining taxes if fall back logic is implemented.
  • Physical - additional physical addresses (can have unlimited physical locations). These could also be used for department grouping within business accounts.
Security Locations Module
Taxing Impact

Zipcode
In City Limits

Please review the Taxing in TBS topic for information regarding how the Location records are used in the fall back logic.
Commission Impact N/A
Data Field Definitions View Here

Add New Location

Location Details screen – Add New Location:

Adding a new Location can be done by:
- Creating a new Customer via the Create option from the Customers menu
- Clicking the “Add” button from the Location Details screen or
- Clicking the “Copy” button while on an existing location. This Copy function will copy all information from the previous location record and allow overwrites where desired. This is useful for locations that have similar addresses, phone numbers or contact personnel.

Notes:
- On Add from any of the above methods, the Location Code will auto increment based on the highest numeric value. This can be overridden if desired.
- On Add from the Customer Information screen, the Description will default to “Main Location”.
- Changes to the BillTo or “Billing Address” will automatically be reflected in the top portion of the screen as soon as the record is saved (from Locations or from Customer Information).
- Locations can be tied to all products using the Locations drop down available on each product screen