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.
For more information, please see Location Details.
For more information on adding additional Locations to your system, please contact sales@corebridge.net.
Accessing Locations
Navigate to System Settings / My Business / 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.
a. All Locations - A section listing your Locations. From here you can see how many Locations exist and select a Location to view or edit its details.
Note: If you have inactive Locations, they can be viewed by clicking on show inactive.
b. Location Details - The Location name appears at the top of the page. Below it you can configure optional company information such as a slogan, abbreviation, or Location Number.
c. Hours of Operation - Where Sales and Production hours, along with the applicable days of the week, are defined and maintained.
d. Files - Pertinent Files can be uploaded and stored here.
e. Edit - Opens the Edit Location Details side panel. From here you can configure information such as Location Name, Timezone, and Tax Group.
Note: For more information, see Edit Location Details Side Panel below.
f. Actions Menu - Provides access to the record History.
g. Connect - Contact information for this Location.
h. Addresses - Physical or mailing addresses associated with the Location. You can add more addresses using the Plus button.
Note: Additional options appear on hover. For more information, see Addresses below.
i. Record Prefixes - The characters that appear before record numbers for this Location, such as Order, Invoice, Estimate, Credit Memo, Purchase Order, and Imported Order. Prefixes can be edited by clicking the Edit icon in this field or by clicking the Edit button above to open the Company Details side panel.