How to Add a New Location

To make understand easily, Location info is been divided into 4 sub parts:

1. Branch Info

2. Contact Info

3. Transaction Info

4. Notes Info

Branch Info:

1. Branch Name:

Generally, Branch name will changes with location name. So in many cases obviously location will be the branch name.

2. Billing Address:

If we ordering anything, For making payments bills should send to particular address and for accounting purposes.

3. Shipping Address:

The shipping address is where you want your items delivered. This can be the same as your billing address, or it can be different.

Contact Info:

1. Location Code:
Location code is used for quick reference of a city / Country or any particular place. Code may present alphabetical or numeric.

Example: Chennai location code - "MAS" or "44".

2. SO: 
Sorting order of a location is an order based on the management branches, which it can be displayed (Ascending or Descending).

3. Short Name: 
A short name is the unique identifier assigned as a substitute for the proper name of a place or things.

Example: India - IN, United States of America - USA

4. Location type:

Based on the branch processing unit, Location type will be decided. Whether it may be manufacturing unit, sales center, distribution center, warehouse, etc.

5. Zone: 
Branch is assigned to which part of geographical location.
Example: North,East, West, South,etc.  

6. Route: 
It helps while shipping the goods in a particular route to be reached.

Transaction Info:

1. Default Sales Person:

Who is the default sales person for this branch location, For handling all the sales and services.

2. Default Price Level:
Default price level will be fixed for different customers based on the landed cost of the goods.

3. Default Payment Terms:
Certain payment terms and conditions will made at the location branch and this payment terms will effected to all the customers and suppliers, those who comes under this branch.

4. Default Sales Tax:

A Certain sales tax will be made based on the tax rules as per country location. This will be the default sales tax for all the customers, Who comes under this branch.

5. Default Generic Customer:
If any customer who places order for long time period gap, Then that customer will be the generic customer. Then all those customers will come under the default generic customer.

6. Default Currency: 

All transactions will be made with one particular currency mode, It will decided by the branch location management.

Notes Info:

1. Internal Notes:
Internal notes will provide for the customer, any changes that they need can enter those details in internal notes section.

2. Manual Avg Unit Freight: 

3. Manual Avg Unit Overheader Cost Markup:

4. Incoming / Outgoing Transfers:

5. Customer Hold Request: