Location Setup
Users will need Screen Permission: Location Add/Change/Delete to make changes to the Location Setup screen
Add a New Location
Open Setup / Company / Locations
At the bottom of the screen, click New
Complete the following fields:
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Top Section
Name
Code: this is the location code or abbreviation, i.e. "01" or "ABC"
Address
Zip, City, State: key in the zip code first and hit the Enter key. The City and State will automatically populate
Phone
Fax
Location Type: "Production" should be used if you would like the location to show in your production screens, i.e. Schedule Book, Vehicle Center, Purchases Assistant. Otherwise, change to "Corporate"
Location Report Group: This is customer specific and primarily used in Financial Reporting. Leave as the default of STORES unless it is not considered a shop location.
Allow AP Loc Invoicing: Check this box if you would like AP Invoices to be able to be posted to this location
General tab
Legal Entity
Market
Location Name Displayed on Reports: This field is used as the Location Name for printable Nexsyis Reports such as the Final Invoice, Estimate, Purchase Order, etc.
Sales Tax Rate: Enter the Sales Tax Rate for this location, ie. 8.25%, in the format of 0.0825
Sales Tax Effective Date: Unless the sales tax rate has changed, it is a good idea to enter in any new locations as of the 1st of the year, i.e. 1/1/19
Add Logo: If the location logo differs from the Legal Entity logo, you can upload a logo here. It is a good idea to keep it around 100-150px wide. If ythe majority of the logo does not fit within the shown box, it will likely look distorted when printing on reports.
Save your location. You can go back and edit the Profile and Web tabs as desired.