How to Create and Edit a Location
The Location detail form is where you configure everything about a store — its name, address, contact information, tax rates, policies, email settings, payment processing, and more.
Opening the Location Form
To create a new location:
- Go to Program → Locations
- Click Add New Location in the toolbar
- A blank Location form opens
To edit an existing location:
- Go to Program → Locations
- Double-click the location you want to edit
- The Location form opens with all current settings loaded
The Information Tab
The Information tab is the first tab you see. It contains the location's core identity and contact details.
Location Name
Enter a descriptive name for this store (up to 200 characters). Examples: "Downtown Store", "Warehouse East", "Main Street Branch".
The name appears in reports, invoices, and throughout the system.
Name Printing Option
Choose how the location name appears on printed invoices:
| Option | What It Does |
|---|---|
| Print On Invoices Instead Of Company Name | The location name replaces the company name on invoices |
| Print On Invoices With Company Name | Both the location name and company name appear on invoices |
| Only Print Company Name | The location name does not appear on invoices — only the company name prints |
Location Address
Enter the full street address for this location (up to 250 characters). This can be multi-line. The address is used on invoices and reports.
Address Printing Option
Choose how the location address appears on printed invoices:
| Option | What It Does |
|---|---|
| Print On Invoices Instead Of Company Address | The location address replaces the company address |
| Print On Invoices With Company Address | Both addresses appear on invoices |
| Only Print Company Address | Only the company address prints — the location address is hidden |
Phone and Fax
Enter the location's phone and fax numbers. Numbers are automatically formatted using a phone mask: 1-(XXX)-XXX-XXXX. You only need to type the 10 digits.
Each has its own printing option (same three choices as name and address).
Enter the location's public-facing contact email (up to 250 characters). This is the email customers see — it is separate from the SMTP email configuration on the Email tab.
Store ID
The Store ID field (top-right corner) shows the system-assigned numeric identifier for this location. This is read-only and assigned automatically when the location is first saved.
Saving Your Changes
The form has three ways to save:
| Button | What It Does |
|---|---|
| Save | Saves the basic information (name, address, phone, fax, email, printing options, status) without closing the form |
| Save & Close | Saves everything including email settings, payment processing settings, and handles any status change side effects, then closes the form |
| Close | Closes without saving any changes |
Important: The Save button only saves basic Information tab fields. To save Email, Payment Processing, and other tab settings, you must use Save & Close.
Tabs Overview
The Location form has up to 8 tabs:
| Tab | Purpose |
|---|---|
| Information | Core identity: name, address, phone, fax, email, printing options |
| Tax Rates | Assign which tax rates apply at this location |
| Licenses | Reserved for future use |
| Policies | Store return policy text and serial number requirements |
| Receiving | Inventory receiving settings and storage zone defaults |
| Location-specific SMTP email configuration | |
| Payment Processing | Location-specific payment processor and feature toggles |
| Notifications | Notification system settings for this location |
Each tab loads its data only when you click on it for the first time (lazy loading), so the form opens quickly.
Note: If you click a tab other than Information before saving a new location, the system will prompt you to save first. This is because the other tabs need the location ID to function.