SS> Maintenance> Locations

Location Maintenance

 

Summary

 

The Location Maintenance window is used to create and maintain the physical and mailing addresses of your organization. Location records are the physical or mailing address of departments, offices or warehouses belonging to your organization and can be used throughout the application to reduce data entry. For example, locations created in the Location Maintenance window can be attached to purchase orders and used as the ship to address (PO> Purchase Orders> Purchase Orders> Create icon> Shipping Address field).

 

The primary organization name and address are set up in the System Setup window (SS> Utilities> System Setup).

 

Related Links

 

Click here for information on the System Setup module setup.

 

Step by Step

 

1     View the locations set up in the application. 

 

  • Open the Locations Maintenance window (SS> Maintenance> Locations).
  • The Locations Maintenance window will display all of the locations that have been set up in the application.
  • Highlight a location in the left section of the window and the fields in the Maintenance section will populate with the information attached to the selected record.
  • Click the Delete icon or press DELETE to delete the selected location.
  • Click the Create icon or press INSERT to create a new location. This will create a new line item in the left section of the window.

 

2     Create a new location. 

 

  • Enter the name of the location in the Name field.
    • The Name field cannot be modified once the location has been created and saved.
    • The Name field can be up to 15 characters long.
  • Enter an optional Contact for the location. This contact can be up 25 characters long.
  • Enter the location address in the Address 1, Address 2, City, State and Zip fields.
    • The Address 1 and Address 2 fields can be up to 30 alphanumeric characters long.
  • Use the Comments section to add any additional notes or special instructions to the location. The comments can be up to 512 characters long.
  • Check the Default toggle to specify the location as the default location. Only one location can be specified as the default location.
  • Check the Reorder toggle if this location should be included in the Inventory Control Reorders process.
    • This toggle will only be enabled when the Location Maintenance window is launched from Inventory Control (IC> Maintenance> Location).
  • Click the Save icon or press ENTER to save the location.