Manage locations

You can create a hierarchy of locations to reflect how locations are organized within your company. The hierarchy is established by defining parent and child relationships between locations.

Working with locations

You can easily add, edit, and view location dimensions.

1. Go to Reports > Setup > Dimensions.
2. Do one of the following:
   1. Select the Add (circle) next to Locations to add a new location dimension.
   2. Select Locations, then select More actions > Edit next a location to modify the dimension.
   3. Select Locations, then select More actions > Viewnext to a location to view the details for the dimension.

1. Go to Reports > Setup > Dimensions.
2. Do one of the following:
   1. Select Departments and select Add (circle) next to Locations to add a new location dimension.
   2. Select Locations, then select Edit next a location to modify the dimension.
   3. Select Locations, then select Viewnext to a location to view the details for the dimension.

About the Locations list

Use the Locations list to view a list of the locations in your company. You can sort and filter the location list to see just the group of locations you want.

If you have long location lists in external data files, you can upload them in CSV format by selecting Company > Setup > Import data. Select Add to add a new location, or select Edit or View to edit and view location information. More information on uploading CSV files can be found in Prepare CSV files upload data and Importing locations.

Add or edit a location

When adding or editing locations, keep in mind that the Entity is the ultimate parent location. For example, you can create Location 1 then as you create Location 2 you can make Location 1 the parent. Remember as well that any locations created have a parent of the entity. So in this example, Location 2 is the grandchild of the Entity to which Location 1 belongs.

1. Enter the ID and Name of the location, as it should appear within your company. Dimension value IDs must be unique. Best practice is not to rely on capitalization alone (for example, MKTG and Mktg) to make a value unique.
   Dimension value IDs can contain only alphanumeric characters and underscores. See Name and ID creation—best practice for more.
2. Select the Parent location.
   • For example, suppose that your West Coast Division contains several locations including California, Nevada, and Utah. When you define California, Nevada, and Utah, you would select West Coast Division as the Parent.
   • In the case of multi-entity companies that also use multiple base currencies, you must assign each location an entity so the system knows which base currency to use for that location. In this case, you can't change the Parent location.
3. Enter the location VAT Reg No.
• For US companies with domestic-only business, you can enter the state VAT registration number of the location as a reference purposes. 
• If the location tracks VAT, enter the location's VAT registration number.
4. Optionally, add a SIREN number to the location.
5. Optionally include the Manager for this location.
6. Select or create Contacts that specify name, address, and other details for the location.
   • At a minimum, enter a main Location contact that specifies the company name, address, and other details as they should appear on AR sales invoices, AP supplier invoices, and other forms.
   • If the location uses a different address for receiving goods and services, create or select a Ship to contact record.
   If you have an Avalara AvaTax integration for computing tax, the Ship to contact is mandatory.
7. Enter other information as needed such as location title for reporting and the dates of operation.