Once an entity is saved, an entity location will be created as well and will become the default location. 

Here is how to Add Another Location on Location tab:

  1. Open the entity record.
  2. Click the Location tab then click the Insert button

  3. Enter the necessary details on the screen. Note that fields with asterisk are required

    FieldsDescription
    Location NameEnter a name for the entity location
    Location TypeLocation | Farm
    Printed NameDefaults to entity name
    DescriptionBrief description of the location
    AddressAddress, City, State/Province, Zip/Postal, Country and Time Zone of the location
    CountyAutomatically filled with the County related to the address.
    Phone and FaxEnter Phone and Fax numbers
    CurrencyCurrency that will be used by the location
    Ship ViaShip Via
    TermsDefault value will be the same with the entity
    Tax GroupSelection of Tax Groups
    WarehouseSelection of company locations
    Tax CountyCounty of tax code related to the State
    Pricing LevelPricing Level
    Freight TermsFreight Terms
    Latitude and LongitudeLatitude and Longitude related to the address
    NotesNotes
    Oregon Facility No.Accepts up to 30 characters
  4. Click the Save toolbar button. The created location will be available on the selection of default location on Entity tab. 
  5. When the created location is selected, Location Name, Address, Zip/Postal, City, State/Province and Country fields will be updated as well. 

 

Here is how to Add Another Location on Location tab:

  1. Open the entity record.
  2. Click the Location tab then click Insert button
  3. Enter the necessary details on the screen. Note that Location Name field is required
  4. Click Save toolbar button
  5. The created location will be available on the selection of default location on Entity tab. 
  6. When the created location is selected, Location Name, Address, Zip/Postal, City, State/Province and Country fields will be updated as well. 

Here is how to Add Another Location on Contacts tab:

  1. Open the entity record.
  2. Click the Location tab then click Insert button
  3. Enter the necessary details on the screen. Note that Location Name field is required
  4. Click Save toolbar button
  5. The created location will be available on the selection of default location on Entity tab. 
  6. When the created location is selected, Location Name, Address, Zip/Postal, City, State/Province and Country fields will be updated as well. 
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