Manage Multiple Locations
- Former user (Deleted)
- Andres Toledo
- Former user (Deleted)
You can use multiple locations for your account to manage every company branch from your main account.
User Roles enabled to perform this action: Admin.
Table of Contents
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Multi-Location Transfer - Units and Hard Goods (Knowledge Base)
Any changes for Prime and Armellini shipper accounts must be requested from Komet Sales.
The Multiple Locations setting will only be available after it is activated by Komet Sales. Once this setting is activated, it cannot be reversed.
Create a Location
Once the Multi-Location function is active in your account you will be able to add as many locations as you need. To add new locations, do the following instructions:
Go to Setup and select Locations.
Click on Add Location.
Fill out the location information on each tab.
Click Save.
Please note that Invoice numbers will always be unique for each location.
Update a Location’s Information and Financial Settings
Go to Setup and select Locations.
Search the Location you are modifying.
Click on Edit from the Actions column.
Modify the information you want.
Click on Save.
Associate Carriers and Customers to a Location
Go to Setup and select Locations.
Search the Location you want to modify.
Select from the Actions column the type of account you want to associate to the Location:
Customers
Carriers
Click on the legend in the Condition column to associate or dissociate the account from the Location.
Associate a User to a Location
Go to Setup and select Locations.
Search the User you want to associate with the Location.
Click on Customers from the Actions column.
Check the box next to the User name to associate it with the Location.
Enable or Disable a Location
Go to Setup and select Locations.
Search the Location you are modifying.
Click on Edit from the Actions column.
Click on the checkbox next to Active in the Information tab.
Click on Save.