Locations

Admin > My Company > Locations

The Manage Locations page specifies your company locations. These fields are used throughout the system to track information about your various offices.

• Address information will appear on your invoices.
• You will be able to quickly see which employees are located at which location, etc.

The Main Branch is the default. If you have other locations—like a remote sales office or a store in a different city—you will create them here as well.

Add Locations

1. Click New on the Manage Locations page.
2. Enter the following on the Location Data tab.
   • Location Name
   • Website
   • Time Zone
   • Date Format
     • American Format (MM/dd/yyyy)
     • European Format (dd/MM/yyyy)
   • Time Format
     • 12 Hours Format (Ex: 8:00 A.M , 8:00 P.M)
     • 24 Hours Format (Ex: 8:00 , 20:00)
   • Main - Yes or No.
   • Click Save.
3. Enter the following on the Address > Shipping Contact tab. Optionally click Copy From Billing to populate these fields from the Billing Contact tab.
   • First Name
   • Last Name
   • Address Line 1
   • Address Line 2
   • City
   • State
   • Zip Code
   • Country
   • Phone
   • Ext
   • Fax
   • Mobile
   • Email
4. Enter the following on the Address > Billing Contact tab. Optionally click Copy From Shipping to populate these fields from the Billing Contact tab.
   • First Name
   • Last Name
   • Address Line 1
   • Address Line 2
   • City
   • State
   • Zip Code
   • Country
   • Phone
   • Ext
   • Fax
   • Mobile
   • Email
5. Click Save.