Locations are used in addresses and hold post code information. Locations are used in sales orders. Rules for warehouse selection on orders can use a combination of Locations and stock availability.
You can maintain global location master with respective hierarchy with type of location as:
- Country
- State
- Suburb
- Street
- Continent
- None (for any other type)
Defining an area of multiple suburbs/towns
If multiple suburbs/towns are to be selected for a warehouse it is recommended that an area is defined rather than selecting many suburbs/towns for a warehouse.
An area must be wholly in a state, it cannot cross state borders.
How to add a new area
- Administration menu, Master Data, Locations.
- In the left hand pane, click on the state or country that the area is to be added to.
- In the right hand pane, right click anywhere other than in the Name column and choose New.
- In the 'Maintain Location - New' form:
- Enter the Name (e.g. Northern NSW)
- Select the Type (Area)
- Enter Comments if desired (e.g. Brisbane warehouse)
- Select Parent Type (State)
- Enter the state code in the Find Parent box (e.g. nsw)
- Click on the Parent Name list box and select your state from the list
- Click Save F4
How to add a suburb/town to an area
- Display the Maintain Location form for the suburb/town:
- General Admin menu, Entities/Cards, Person.
- In the Address panel, in the box to the left of the down pointing arrow, enter the postcode or part or all of the suburb/town name and press Tab.
- If a Select Location list displays then right click and choose Properties, or double click, on the Name of the suburb/town in the list.
- Click on the down pointing arrow and choose Properties.
- Select the Parent Type (Area).
- Enter part or all of the area name in the Find Parent box.
- Click on the Parent Name list box and select your area from the list.
- Click Save F4.
Available actions:
- View existing locations
- Add new locations (Right click and add)
- Delete or edit existing locations (right click)
- Export Locations to a local file.
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