Location Details allow you to document important information for each location.
For more information on adding additional locations to your system, please contact sales@corebridge.net.
Table of Contents
Navigate to Settings / Business Settings.
Location Details
The Location Details section at the top of the page holds the core information for the location. Required fields are marked with a red asterisk.
a. Location image – An image representing the location, such as a logo. You can add or change the image using the control provided.
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. Edit Icon allows you to update Location Details.
c. Upload relevant Files here.
1. To edit Location Details, click on the edit icon.
a. Location Name - The name of the location.
b. Location Abbreviation - An abbreviated version of the locations name. This will serve as the prefix to the locations Payments and Reconciliations.
c. Location Number - If you have multiple locations, the Location Number field can be used to differentiate between them.
d. Company Slogan - If the location has a slogan, it can be entered here.
e. Legal Name - The name your government recognizes and identifies your business as.
f. DBA - "Doing Business As" allows you to record the name your business operates under that may be separate from your business's Legal Name.
g. Business Number - Any alternative identification numbers utilized by the location.
h. Tax ID - A government appointed tax identification number that is associated to this location.
Connectors
The Connectors area (often labeled as “Connect with” followed by the location name) is where you enter contact information for the location.
a. Email – The email address or addresses associated with the location.
b. Office – A label or field for office-related contact information.
c. Website – The website URL for the location.
Note: You can add or edit connectors using the controls provided in this section.
Addresses
The Addresses section is where you manage the physical or mailing addresses associated with the location.
a. Click the + Address button to add a new address. Enter the required information in the fields that appear; fields marked with a red asterisk are required.
b. Existing addresses are listed below the + Address button. Each address may show a type (for example, Office) and the address lines.
c. Use the options on each address row (such as an ellipsis or edit control) to edit or remove an address as needed.
Location Defaults
a. Default Timezone - This selection will be the Default Timezone for this Location.
b. Default Tax Group - This selection will be the Default Tax Group for this Location.
Record Prefixes
Record Prefixes are the characters that appear before record numbers for this location, making it easy to identify the type of record (Estimate, Order, Invoice, and so on) and, when you have multiple locations, which location the record belongs to.
a. Order – The prefix used before order numbers.
b. Invoice – The prefix used before invoice numbers.
c. Estimate – The prefix used before estimate numbers.
d. Credit Memo – The prefix used before credit memo numbers.
e. Purchase Order – The prefix used before purchase order numbers.
f. Imported Order – The prefix used before imported order numbers.
Note: Each prefix can be edited in its corresponding field.