Location Details allow you to document important information for each location.
For more information on adding additional locations to your system, please reach out to [email protected].
Table of Contents
To begin, navigate to Settings / My Business / Locations.
Location Details
The Location Details is where all basic information about the location can be entered.
Note: All fields marked with a red asterisk are required.
a. Upload Image - An image representing the location, such as a logo.
Note: The image uploaded in Location Details will be the image that is displayed in the top left corner of the system for the users that are associated with the location.
b. Location Name - The name of the location.
c. Location Abbreviation - An abbreviated version of the locations name. This will serve as the prefix to the locations Payments and Reconciliations.
d. Location Number - If you have multiple locations, the Location Number field can be used to differentiate between them.
e. Default Time Zone - The time zone of the location.
f. Default Tax Group - The tax group the location follows.
g. Default Production Location - If you have multiple locations, including specified production locations, a Default Production Location may be set. This will automatically set the production location to the selected default in order entry. This can still be changed at any time on orders within the Order Details tab.
Note: Selecting Follow Order Option Rule will allow the location to follow the set defaults that have been defined in Settings / Sales / Estimate and Order Options / Orders tab.
h. Enable House Account - As an alternative to assigning an employee to a Salesperson field, a House Account can be used. When enabled, a House Account option will appear in all Salesperson dropdowns.
Company Information
All Company Information fields are optional, but can be helpful for storing additional location identification information.
a. Legal Name - The name your government recognizes and identifies your business as.
b. DBA - "Doing Business As" allows you to record the name your business operates under that may be separate from your business's Legal Name.
c. Tax ID - A government appointed tax identification number that is associated to this location.
d. Business Number - Any alternative identification numbers utilized by the location.
e. Company Slogan - If the location has a slogan, it can be entered here.
Record Prefixes
Record Prefixes are used for all Estimates, Orders, Invoices, Imported Orders, Credit Memos, and Purchase Orders to easily identify which type of record you are viewing. If your system includes multiple locations, Record Prefixes can be used to easily distinguish which sales centers a record belongs to.
Note: Up to four characters may be used as a prefix, including special characters.
a. Estimate Prefix - The characters displayed before the estimate number for this location.
Note: The estimate number settings can be managed in Settings / Sales / Numbering Options.
b. Order Prefix - The characters displayed before the order number for this location.
Note: The order number settings can be managed in Settings / Sales / Numbering Options.
c. Invoice Prefix - The characters displayed before the invoice number for this location.
Note: The invoice number settings can be managed in Settings / Sales / Numbering Options.
d. Imported Order Prefix - The characters displayed before the orders that have been imported into the CoreBridge system.
e. Credit Memo Prefix - The characters displayed before the credit memo number.
Note: Credit Memos can be enabled by navigating to Settings / Accounting / Accounting Options and selecting Enable Credit Memos.
f. PO Prefix - The characters displayed before the purchase order number.
Connectors
All contact information can be entered in the Connectors section.
a. Phone Numbers - Any phone number related to the location. The cell phone icon can be utilized to indicate if a number is connected to a cell phone.
Note: The system will automatically add formatting to the phone number, please only enter number characters in the field.
b. Email - Any email related to the location.
c. Other - Any additional connectors can be created and entered here.
e. + Add New - Each connector has the option to add additional fields using + Add New.
f. Ellipsis - If there is more than one connector in a section, there will also be the option to Make Primary, Change Label, or Delete the connector using the Ellipsis on the right. If there is only one connector in the section, the only option available using the Ellipsis will be Change Label.
Note: Custom Labels can be created by typing a new label in the Enter Custom Label field when adding a new connector or when changing the label.
Addresses
a. New addresses can be added by beginning to type in the New Address field. All fields marked with a red asterisk are required before saving.
Note: When initially viewing, only the New Address and Type fields will be visible.
b. All addresses that have been previously entered will show beneath the New Address section.
c. Using the ellipsis, you can Edit, Get Directions via Google Maps, or Delete the address.
Custom Fields
a. Custom Fields - Custom Fields allow you to add customized fields and options to your Location Details screen and can be added at any time in Settings / Custom Fields / Location.
Note: For more information on adding Custom Fields to your system, please reach out to [email protected].
