Overview
The Locations feature enables you to track information about employees and transactions for multiple offices or warehouses. For example, you can create locations for the corporate office and all of the sales offices, or for warehouses in several states. You can limit employee access to company information, and monitor sales or purchasing volumes per location. You can filter reports to display data for one or all locations.
To enable the Locations feature, go to Setup > Company > Enable Features. On the Company subtab, check the Locations box and then click Save.
You can associate an employee with a location by choosing a location on the employee's record. Employee roles can be customized to access only data that is relevant to their location. For example, you can restrict access for warehouse personnel who handle item receipts or fulfillments at a single location. To customize roles, go to Setup > Users/Roles > Manage Roles.
You can classify transactions by location to precisely track data. For example, you can choose which location processes each sales and purchase transaction.
After transactions have been associated with a location, you can then search transactions by location.
To search for a transaction by location:
-
Go to Transactions > Management > Search Transactions.
-
On the Search Transactions page, in the Locations field, choose:
-
any of – finds transactions associated with chosen locations
-
none of – finds transactions not associated with chosen locations
-
-
In the text box beneath the Locations field, choose the locations to include (any of) or exclude (none of) in your search.
Note: To select multiple locations, press and hold Ctrl and then click each location.
-
Select or enter additional criteria in other fields to further narrow your search.
-
Click Submit.
When you have finished, the Search Results page appears listing the transactions that meet the criteria of your search. To view a transaction on the list, click the date next to the transaction. When the transaction opens, you can edit it or create a new transaction.