Locations

Location Tracking

    • Location tracking is available in Plus plan only.
    • Adds a Location field on forms so you can assign transactions to different locations like stores, sales regions, and counties.
    • First, to enable Location Category feature on: from the home page screen > company gear (upper right corner) > settings > company settings > company > categories > track locations > ON > Save

    track locations on
     

    • Location label can be changed to the following: Location (default), Business, Department, Division, Property, Store, Territory

     

    location
     

    • To add NEW Location > From the home page screen > company gear (upper right corner) > lists > all lists > locations > click new blue button (upper right corner) > fill out Location Information short form > save

    add new location
     

    • To run Location list > From the Location page > select Run report (next to New button, not under Action column)
    • To run Location Quick Report > From the Location page > select Run report under Action column > Customize if needed and run report>Optional: Save Customizations button to make this as “My Custom Reports”

    location quickreport

 

  • For Edit, Delete > select down-arrow (next to run report) under Action column

They have the following Location related as built-in business reports:

    • Location list
    • Profit and Loss by Location
    • Purchases by Location Detail
    • Sales by Location Detail
    • Sales by Location Summary

 
location list report

profit and loss by location

purchases by location detail

sales by location detail

sales by location summary

 

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