Store Locations Help Documentation

Modified on 01/23/2012 04:35 PM by Jason Greenleaf — Categorized as: Help Text, Public, Support

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Store Locations
   Search For Locations Screen
   Search Action
   Clear Button
   Edit Action

Store Locations¶

This task is used to search, edit, or inquire into the locations required to run your business.

Note: The location records must be created in the initial setup.

Search For Locations Screen ¶

The Search For Locations Screen is the first screen that is displayed when the Store Locations task is selected. This screen is used to search for locations that exist on the system. Individual locations can then be selected for inquiry or editing from those displayed.

The work area or screen area is made up of the following two sections:

The search fields (top).

The record display area (bottom).

Search Action¶

Location Screen Search Fields

The search screen fields are used to build a filter so that the Search will display the desired locations. Enter the beginning portion, or the entire value, in any, or all, of the desired search fields listed below. Some fields have drop down boxes to assist in entering values by displaying valid entries. These fields are indicated with the down arrow button.

Note: The less information keyed to get the desired filter the better. Use the fewest search fields to get the filter you desire (i.e. if searching by city and there is only one location in a given city, do not bother entering the street Address). Key only the beginning portion of a field if no other location will match.

Location Name: Name of the location.

Address: Two lines of addresses can be referenced. Normally, only the first one is used.

City: The city where the location is located.

State / Province: The state where the location is located.

Postal Code: The location's postal or zip code.

Location Number: The number assigned to the location.

Region: The location's region.

Country: The country where the location is located (i.e. USA, Canada, etc.).

Phone: The location's main phone number.

Alt Phone: Any secondary phone number.

Select the Search button. All of the locations that qualify with the search criteria will be displayed.

Clear Button¶

Select the Clear button to clear the search section and return to the screen defaults so that a new search can be performed. This is the same as leaving the Search Screen and returning.

Edit Action ¶

To edit or inquire into a location, you must first select the desired location from the list of locations returned by the Search Action (see below).

This is done by selecting the desired location's Edit link. The following screen displays the information for an existing location.

General Information

Location Name: Name of the location.

Location Number: The number assigned to the location.

Is Master Location: This checkbox indicates the master location. This can only be changed by ComCept employees.

Master Level Pricing: Check if changes to Master Level Pricing are to affect this location’s pricing.

Address and Contact

Address: Two lines of addresses can be referenced. Normally, only the first one is used.

City: The city where the location is located.

State: The state where the location is located.

Postal Code: The location's postal or zip code.

County: The location's county, province, etc.

Country: The country where the location is located (i.e. USA, Canada, etc.).

Phone: The location's main phone number.

Alt Phone: Any secondary phone number.

Haz Mat Phone: The Haz Mat response phone number.

Fax: The location's fax number.

Email: The location's e-mail address.

Website: The location's website URL.

GL Accounts

A/R Account: The account used for the location's Accounts Receivable.

A/P Account: The account used for the location's Account Payable.

Cash GL Account: The account used for the location's cash payments.

Credit Card Account: The account for the location's credit card payments.

Sales Tax Liability Account: The account used for the location's sales tax. This field can be left blank. If it is left blank, the tax amount will be applied to the account specified in the tax of the transaction.

Terms Discount Account: The account used for the location's terms discounts. This account can be left blank. If it is blank, the term discount amount will be applied to the account specified in the terms code.

Purchase Discount Account: The account used for the location's discounts that were applied to purchase orders.

Transfer 'In Transit' Account: The account used for the location's goods being sent from this location to the requesting location. The amount in this account will be cleared when the merchandise is received at the requesting location.

Sales Account: The account used for the location's sales/refunds.

Sales Discount Account: The account used for the location's discounts on sales/refunds.

Costs of Goods Account: The account used for the location's costs of goods on sales/refunds.

Consignment Account: The account used for the location's consignments.

Inventory Asset: The account used for the location's current level of inventory.

Service Charge Account: The account used for the location's services charges for the customers assigned to this location.