Location Details

Location Details relate to individual centers and are used for internal reports. They can be managed from Settings/My Business/Locations and then by selecting a specific location to edit.

A. The Default Location is designated here.
Note: You can select a new default by going to the main location list and clicking on the more actions ellipsis at the end of the location you want.

B. Location Name allows you to enter a unique name for each center—such as the city it's in—to make the location easy to identify on reports or in the case of multiple locations.
Note: This name will appear on customer-facing documents and internal company reports. The DBA can also be used for the Location Name.

C. Locations Abbreviations are limited to three characters.
Example: L01 (Location 1) or LA (Los Angeles)

D. Location Numbers help to distinguish between centers in the case of multiple locations.
Note: Parent companies can lock this feature to prevent manual changes by individual centers.

E. The Default Time Zone appears in reports for that location. It also defines what time a location’s end of the day is.

Note: An employee’s time zone will appear in their system and they will see the time stamp in their local time on the orders or estimates they create.

F. Select the Default Tax Group affiliated with this location.
Note: Tax Groups must first be set up in Settings/Accounting/Tax Groups.

G. Company Information relates to the overall business and will be used for all locations.
Note: This information can be edited to be visible to customers, vendors, and any other external entities such as tax agencies.

H. The Legal Name is used on your tax and legal forms.
Note: This can be an umbrella for any DBAs that may be associated with it.

I. DBA (doing business as) is the default name that will be used on all outward-facing communication.

J. Tax ID allows you to conveniently store any government-issued tax or business ID here for quick reference if needed.

K. Record Prefixes can be up to four characters and appear before every record number to help you quickly identify the difference between an Order, Invoice, Estimate, Purchase Order, or Credit Memo.

L. Connectors for a location are any phone numbers, social media links, or physical, web, or email addresses associated with this location.

M. The default phone number and email address can be designated by clicking the star icon.

N. You can click the mobile icon to indicate that this phone number is a cell phone.

O. You can change the label to specify the type of phone number this is.

P. You can also select the type of email address.

Q. Here you can add other forms of contact info for this company such as their web address, FTP sites, etc.

R. Addresses is where you can enter any physical location information.

S. You can change the type of address here.