Table of Contents

Overview

Locations are used in addresses and hold post code information. 

Locations are used in sales orders.  Rules  

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 asLocations are in a Hierarchy and have a type:

• Country
• State
• Suburb
• Street
• Continent
• None Area (for any other type)

Countries

Maintain Location form (Admin menu, Delivery and Post Codes, Locations - Post Codes):

1. If the Type is Country:
   1. The ISO Code field is for the 3 letter ISO country code.
   2. If the country Name is cleared then the ISO Code will be cleared and vice versa.
   3. If a valid English country Name is entered then the 3 letter ISO code for the country will be inserted.
   4. If a valid 3 letter ISO country code is entered in the ISO Code field then the English country name will be inserted in the Name field.
   5. If a valid 2 letter ISO country code is entered in the ISO Code field then it will be converted to the 3 letter ISO code for the country and the English country name will be inserted in the Name field.

Defining an area of multiple suburbs/towns

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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

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1. Right click on the state or country that the area is to be added to .
2. In the right hand pane, right click anywhere other than in the Name column and choose New.
3. In the 'Maintain Location - New' form:- new child
1. Enter the Name (e.g. Northern NSW)
2. Select the Type (Area)
3. Enter Postcode if applicable
4. Enter Comments if desired (e.g. Brisbane warehouse)Select Parent Type (State)
5. Enter the state code in the Find Parent box (e.g. nsw)
6. Click on the Parent Name list box and select your state from the listClick Save F4

How to add a suburb/town to an area

1. Display the Maintain Location form for the suburb/town:
1. General Admin menu, Entities/Cards, Person.
2. 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.
3. 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.
4. Click on the down pointing arrow and choose Properties.
2. Select the Parent Type (Area).
3. Enter part or all of the area name in the Find Parent box.
4. Click on the Parent Name list box and select your area from the list.
5. 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.

Key Features of the screen

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• Large Icons
• Small Icons
• List
• Details

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Change the parent of the Suburb to the area you want it part of