Locations

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

1.  Administration menu, Master Data, Locations.
2. In the left hand pane, click on the state or country that the area is to be added to.
3. In the right hand pane, right click anywhere other than in the Name column and choose New.
4. In the 'Maintain Location - New' form:
1. Enter the Name (e.g. Northern NSW)
2. Select the Type (Area)
3. Enter Comments if desired (e.g. Brisbane warehouse)
4. 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 list
7. Click 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

• '''Left Hand Panel''' - Tree structure on left side displays information in the defined hierarchy.
• '''Right side details panel''' displays details on the child locations as per selection in the left side tree structure with information as follows:
  • '''Name''' defines the name of the location
  • '''More''' defines the postcode against respective location
  • '''Comments''' contains any additional comment about the location
  • '''Full Name''' contains the complete name of the location as an combination of Name and postcode of the location.
  • '''Right Click''' in the Right Panel Window
    • '''Add new''' Right click in the right panel window will give option to add new location using Maintain Location property window.
    • '''Edit or Delete existing''' Select location to be edited or deleted in right side panel. Right click and select properties. It will open Maintain Location window and required action can be performed.
    • '''Multi view''' option; Right click in the right panel without selecting any location will give option to view available locations in following view types:
      • Large Icons
      • Small Icons
      • List
      • Details
    • '''Export'''; Right click in the right panel window will give option to export locations in local file in specific formats (Delimted or XML)