Locations define how your business is organized within the system. Each Location stores key information such as contact details, addresses, tax and time zone defaults, record prefixes, and operating hours. Locations also help distinguish records when multiple sales centers or offices are used.
This article provides a high-level overview of what can be managed within Locations and where to configure each setting.
Table of Contents
Accessing Locations
Navigate to Settings / Business Settings.
From this page, you can view and update the current Location’s details. If your business has more than one Location, you can access the All Locations section to see and switch between them.
Location Details
The Business Settings page contains the core information used to define and configure a Location. Required fields are marked with a red asterisk.
On the Location Details you will see:
a. Location name and company information – The Location name appears at the top of the page. Below it you can configure optional company information such as a slogan or tagline, email, office label, and website.
b. Addresses – Physical or mailing addresses associated with the Location. You can add more addresses using the + Address button.
c. Location Defaults – The default Timezone and Tax Group for the Location. These affect how dates, times, and taxes are applied to records created under this Location.
d. Record Prefixes – The characters that appear before record numbers for this Location, such as Order, Invoice, Estimate, Credit Memo, Purchase Order, and Imported Order. Each prefix can be edited in the corresponding field.
e. All Locations – A section listing your active Locations. From here you can see how many Locations exist and select a Location to view or edit its details.
Note: Changes are typically saved automatically or via a save action on the page; confirm the method used in your environment.