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What is a Location?

A Location represents a delivery point for a customer.

Each customer can have multiple locations, typically representing different branches, sites, or delivery addresses. They must have at least one location to take orders.

Locations are used to define where orders are delivered and can hold their own operational settings.

Locations can also have contacts assigned to them, allowing you to manage who is responsible or reachable at each delivery point.

Fields

  • Code
    A unique identifier for the location.

  • Name
    The name of the location (e.g. branch or site name).

  • Delivery Fee
    A default fee applied to orders for this location. This can be changed on a per-order basis.

  • Minimum Order Quantity
    A warning is shown when an order is below this quantity.

  • Account Manager (Optional)
    Overrides the customer’s account manager as the default for orders at this location. If this is left blank the customer account manager will be used.

  • Active
    Indicates whether the location is currently in use.

Address Fields

  • Street Address
  • Street Address 2
  • Town
  • County
  • Postcode
  • Country