Associate Locations with Users in Multi-Location Companies

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
1 min read

In this article, you will learn how to associate Locations with Users in Multi-Location Companies and how to set a default location.

User roles: Administrator, Sales Manager, Setup, and Shipping.

Table of Contents

 

Associate Locations with a User

To associate a location with a user, do the following instructions:

  1. Go to Setup and select Users.

  2. Go to the Actions column for your user and click on Locations.

  3. Check the Locations you want to associate in the first column to the left.

  4. Optional: Select the user’s default location from the Default column.

  5. 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.)

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Associate Locations with Users from the user Setup.
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