Add New Location

To add a new location to your organization:

• Step 1. Go to Locations menu under Fixed Equipment module from the left sidebar
  
• Step 2. Click on the Add button on the top.
  
  
• Step 3. In the Add locations popup, fill the following details:
   
  
  1. Location name: Name of the location or branch. This is the main identifier of the site.
  2. Parent (optional): Optional field to group this location under a higher-level location (e.g. Region > Branch). Helps in hierarchical reporting.
  3. Manager: Select the responsible person (user account) for this location.
  4. Address: Full street address of the location
  5. City: City where the location is based.
  6. State: State/Province of the location.
  7. Country: Select the country where the branch is located.
  8. Zip Code: Postal/ZIP code for the location.
  9. Location currency: The local operating currency of this location. Currencies are created at Setup-> Finance -> Currencies
  10. Upload image: Upload an image (e.g. logo, site photo) to visually identify this location.
      

• Step 4. Click Save button 

Edit Location

To edit the details of an existing location:

• Step 1. Go to Locations menu under Fixed Equipment module from the left sidebar.
• Step 2. Hover over the location to be edited and click Edit
  
  
• Step 3. Make the necessary changes.
  
• Step 4. Click Save

Delete Location

If a location is no longer operational, you can delete it. To delete a location:

• Step 1. Go to Locations menu under Fixed Equipment module from the left sidebar
• Step 2. Hover over the location to be deleted and click  Delete
  
  
• Step 3. Confirm your selection in the following pop-up. The location will be deleted.
  

Location Detail 

• Step 1. Hover over the location and click View