Locations

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 item.

Based on the selections in each table, DataSync will take care of synchronizing data to the correct locations.

Add a New Location

To add a new Location, click the  New button. A blank form appears.

A valid entry only requires a Name and Default Price Table.

Enter a valid Name and Price Table. Click the  Save button to continue.

To undo any changes click the  Undo 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 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 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.