Create Customer Locations

Use the Customer Locations Maintenance screen to create and edit Customer Locations. Customer locations are used if a particular customer has multiple different locations to establish a parent / child relationship between the customer and its locations. For example, a customer may have multiple locations where product is shipped to (note that the use of Super Customers can also define a parent / child relationship between a super customer and a customer).

Pre-Requisites

1. Customers

Step-by-Step Guide

1. Access the Customer Master record for the customer to add a new location for that customer.

   1. Access the Master Module → Sales → Customer
      
      

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   2. Type the short name (or title) for the customer that you want to add a location to
      
      

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   3. Double click on the customer in the grid or click the OK button to bring up the customer master record for the customer to add the location to.

       

2. Click Profile → Locations.
   
   

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3. This will open the Location Maintenance screen for this customer. Note that a customer will always have at least one location with the same Short Name and Title as the customer itself. You should not delete this location nor change its short name. You may edit the other location parameters as necessary.
   
   

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4. Click New icon to add a new location. (alternatively you can use the File->New menu option
   
   

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5. Specify a Short Name value for this location for example SECONDLOC (note that the short name can be alpha numeric in value but no more than 15 characters in length and avoid using spaces)
   
   

6. Specify a Title value. For example: 2ND Location (title can be alpha numeric but no more than 40 characters in length. Spaces are ok to use.
   
   

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7. Optional: Specify any additional options as desired.

   1. Use the Location Type to restrict how a location can be used. For instance a ship to location will be selectable on the Order Entry screen but will not be able to be used to send an invoice to. Invoices for product delivered to a ship to location will go to a different location that is marked as a Bill To location. A single location can be both a bill to and a ship to if necessary
      
      

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8. Click Save Icon or select File->Save from the menu. 
   
   

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