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Overview


Excerpt

Multi-location companies have the option to assign a Main Location to each customer, this way you can use the automatic filter searches for customers who have a specific location selected as the Main Location. This applies when creating Standing Orders, Prebooks, Standalone PO, and invoices. 

Instructions

Ui steps
sizesmall


Ui step

Go to Setup > Customers


Ui step

 Search for the customer account, under the Actions column select Edit. The "Customer Information" window will pop up. 


Ui step

 Under the Setup tab, click on the "Advanced" link.


Ui step

Click on the Main Location field and select the location that you want to assign as the main location for that specific customer.


Info
titleInformation

For you to activate the setting option to show customers only associated to a Main Location by default when creating: Prebooks, invoices or POs standalone; please refer to Customer Settings. There is also an option in the Customer Settings to activate a filter that allows searching for customers with the same main location associated on the A/R>>>Aging/Statements, A/R>>Open Invoices, Associate Automatic Additional Charges, and Associate Customers to Price List screens.

The location selected as the main location will appear on the following Excel reports:

  • A /R >> Aging Statements>>Aging Details Report - Excel
  • A /R >> Aging Statements>>Export to Excel
  • A /R >> Payment History>>Payment History - Excel
  • A /R >> Payment History>>Payment Details - Excel
  • A /R >> Payment History>>Discounts Report - Excel
  • A /R >> Open Invoices>>Export to Excel
  • Order Entry >> Credit Summary>>Export to Excel
  • Setup >> Customers>>Export to Excel


Panel
titleRelated Articles

Filter by label (Content by label)
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cqllabel in ( "customer-setup" , "customer-main-location" , "main-location" )




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