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Locations

Depending on the permissions granted to your role, you can create, update, or delete locations in the Locations view.

Note

This entity supports division-based access control. The operations you can perform might also depend on the divisions you're assigned to.

Before you begin

  1. Expand Settings in the navigation pane.
  2. Click Locations.

Create Locations

To create a location:

  1. Click Add Location in the. The Location dialog box opens.

  2. Complete each field as needed. Required fields are marked with an asterisk (*).

    Field Definitions
    Location Name *
    The name of the location.
    Number
    The location number, such as a store number.
    Description
    The description of the location.
    City
    The city the location is in.
    State
    The state or province the location is in.
    Zip Code
    The postal code for the location.
    Country
    The country the location is in.
    Time Zone
    The time zone in which the location operates.
    Status
    The status of the location. Choices are Active or Inactive.
    Latitude
    The physical latitude of the location.
    Longitude
    The physical longitude of the location.
    Divisions
    The divisions that govern the location. Division permissions control which users can manage this location record.

  3. Click OK.

Edit Locations

To edit a location:

  1. Search for the location you want to work with. For detailed steps, see Using Advanced Search.
  2. Click the Edit icon () to open the Location dialog box.

  3. Change the fields as needed. Required fields are marked with an asterisk (*).

    Field Definitions
    Location Name *
    The name of the location.
    Number
    The location number, such as a store number.
    Description
    The description of the location.
    City
    The city the location is in.
    State
    The state or province the location is in.
    Zip Code
    The postal code for the location.
    Country
    The country the location is in.
    Time Zone
    The time zone in which the location operates.
    Status
    The status of the location. Choices are Active or Inactive.
    Latitude
    The physical latitude of the location.
    Longitude
    The physical longitude of the location.
    Divisions
    The divisions that govern the location. Division permissions control which users can manage this location record.

  4. Click OK.

Delete Locations

To delete a location:

  1. Search for the record you want to delete. For detailed steps, see Using Advanced Search.
  2. Click the Delete icon () in the Actions column.
  3. On the Delete Record? confirmation dialog box, click Yes.

See also: