Locations

As described in Accounts and Locations, Locations refers to the different points of sales for an Account. Locations are displayed with:

  • The Location name
  • The unique identifier for the Account they are associated with.
  • The number indicating in what order the Location was added (starting at zero).

For example, Baker Street z6q31-0 indicates the Location name of Baker Street, that it belongs to Account z6q31, and -0 signifies it was the first Location added to this Account.

Location Settings

To view Location details:

  1. Go to SETTINGS > ACCOUNTS.
  2. If you have multiple Accounts, select the Account for the Location
  3. In the Locations section click on the Location's name.

Locations are managed in the same way as Accounts, but the information is specific to the selected Location.

Change of settings for specific locations allows you to have different payment methods per location, different users access and roles, and so on. For more information, see Accounts.


IMPORTANT NOTE: Depending on your business, the Location may have a different VAT number than the Account. Verify that all VAT numbers are correctly configured on all Accounts and Locations you manage.


Create a Location

The first Location is created simultaneously with the Account. For more information, see Create an Account.

To add a new Locations to an existing Account:

  1. Click SETTINGS > ACCOUNTS.
  2. If you have multiple Accounts, select the Account that the Location will be added to.
  3. In the Locations section, click on Add a location.
  4. Enter the required information.
  5. If this Location has a VAT number separate from the Account, enter it here in the Intra-Community VAT number field provided.
  6. If the billing address is different than the Location's address, check The billing address is different from the location address and fill out the form.
  7. Click Add a new location to save the new values.

It is recommended to name the location after the city, the area or street it is located at.

Modify Location Details

To update the name and address for a location, follow these steps:

  1. Click SETTINGS > ACCOUNT.
  2. If you have multiple Accounts, select the Account that the Location will be added to.
  3. Select the Location to update.
  4. Click Modify.
  5. Update the values as needed.
  6. If this Location has a VAT number separate from the Account, enter it here in the Intra-Community VAT number field provided.
  7. If the billing address is different than the Location's address, check The billing address is different from the location address and fill out the form.
  8. Click Update to save the changes.