Creating Locations

You can create an additional locations.

Required access roles:

  • Baseline: Administrator
  • App-specific: Organization Manager, Company Representative

Before you begin:
  • View the locations list for the company, subsidiary, or business unit. See Locations Page.
  1. From the page toolbar, select Actions > Create New.
  2. Enter details about the company location, including the following:

    Field Name Description
    Name Name of the location. If the name is already in use, this name will appear as Company Name - City. If multiple locations exist with the same city, enter unique Location names.
    Location Type Check the boxes that represent the location type: Headquarters Site, Manufacturing Site, Billing Address, and Shipping Address. A small company might have just one location and all the types apply to it. A larger company might have many locations that are manufacturing sites, one headquarters site, one billing address, and several shipping addresses.
    Address 1 and Address 2 Location address elements, generally any combination of street name, building number, suite number, or post office box number.
    City The city where the company is located, or the city to which company mail is delivered.
    State/Region Location state or region.
    Zip/Postal Code 5-digit or 9-digit zip code in the U.S., or any postal code for international addresses.
    Country Name of the country where the company is located.
    Primary Contact Select the person who is the primary contact for this location.

  3. Click Done.