| Anchor | ||||
|---|---|---|---|---|
|
| Excerpt | ||
|---|---|---|
In this article, you will learn how to associate Locations with Users in Multi-Location Companies and how to set a default location.
|
Table of Contents
| Table of Contents | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
|
Associate Locations with a User
To associate a location with a user, do the following instructions:
Go to Setup and select Users.
Go to the Actions columnfor your user and click on Locations.
Check the Locations you want to associatein the first column to the left.
Optional: Select the user’s default location from the Default column.
Click on Save.
When you set a default location, the system will recommend it in the following screens:
Home.
Standing Order (Add Order, Order Summary.)
Prebook Summary (Standard View, Fulfillment View, and Allocations View.)
Prebook - Add Prebook.
While creating a Prebook Lite (Ctrl+E).
PO Summary.
Bulk Mode (Pending, Purchased, and Inventory tabs).
Single Purchasing Mode.
Standalone Purchasing Mode.
Order Entry (Add Order, Order Summary, Credit Summary, Add/Edit Credit.)
Accounts Receivables (Receive Payment, Payment History.)
| Filter by label (Content by label) | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|