| Table of Contents | ||
|---|---|---|
|
Locations
When businesses expand to more than one location, the locations may be similar in operation, but may only provide certain materials or materials may have different rates based on the location. It may be desirable to limit jobs by location as well. The Location table works with the DataSync module to ensure each location receives only the data for their specific location. The corporate or home office will typically host and maintain the master database. The master database will list all locations, price tables, and job items. In each table the user can select to make the item available to all locations, or select specific location(s) for each itemThe Location table is used to help organize Materials and Price Tables and limit these items to specific locations. For example, a company may not have all the material they sell available at all their quarries. Adding the quarry as a location will allow the user to limit the materials available at the quarry. The same functionality is also available for Price Tables.
Locations may be used in a single database environment with multiple machines using the same database, in a DataSync environment where a master database is communicating with multiple databases at remote locations, or both.
The Location table can be configured to meet the needs of many different customers. This section will address basic functionality. Examples may be the best way to demonstrate different uses of the Location table. Additional pages are included for each example.
Based on the selections in each table, DataSync will take care of synchronizing data to the correct locations.
To create and edit items in the Locations table, select Maintain | Locations. The locations table will appear.
Add a New Location
To add a new Location, click the 
New the Add New button. A blank form appears.
A valid entry only requires a Name Location Name and Default Price Table.
Enter a valid Name and Price Table. Click the Save the
Save Changes button to continue.
- Code - A code could be an abbreviation of the Location Name or a value required when exporting to third party software applications.
- Default Price Table - Required, select from the available list.
- Default Tax Code - When set, the selected tax code will be used when a tax code has not been set for an Account or Job. The tax code field will be blank.
To undo any changes, click the Undo the
Undo Changes button.
Editing an Existing Location
Changing the Location Name
To change the Location Name for an existing Location, select the Location from the list or use the search field. Make desired changes and click the Save Changes button. A window similar to the following appears.
- Click the Change existing code button to change the code and save.
- Click the Cancel button to not save changes and restore the original value
- Click the Make a copy instead button to create a new record.
Delete a Location
To delete a Location, select the location from the list or use the search field and click the Delete Record button. A window similar to the following will appear.
Click Yes to delete the location. Click No to cancel the deletion and return to the Location table.
| Note | ||
|---|---|---|
| ||
A Location cannot be deleted from the database if it is associated with a record in another table; such as the material or job item table. If a transaction has not been created using the location, it may be possible to edit the other tables and remove or change the location and try deleting it again. |
Examples
Example 1
Single office setup with one (1) Interact license
Example 2
Single office setup with one (1) Interact scale license and one (1) Interact office license sharing a database on a network
Example 3
Single office setup with one (1) Interact scale license and two (2) Interact office licenses sharing a database on a network
Example 4:
Single office setup with two (2) Interact scale licenses and one (1) Interact office license sharing a database on a local network.
Example 5:
Two physical locations, one database at each site. DataSync is used to synchronize the two databases. Each location is allowed to generate their own invoices. Home office has one (1) Interact SE scale license and one (1) Interact Pro office license sharing a database on a network. Remote Pit has one (1) Interact Pro scale license.
| Panel | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||