What do multiple locations give me, and how do I add one
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What do multiple locations give me, and how do I add one. Multiple locations lets you run several yards or branches, each with its own stock, crews, trucks, people and jobs. A Main location exists already (it keeps its code), and you add the others.
The steps, written out
- Open Operations → Locations (Administrators, Office managers and Yard Managers can add and edit).
- Press New location and enter the name, a short code that is unique in your company, address, phone and a manager from your own staff. Press Add location (Save location when you edit one later).
- Assign crews, trucks, people and jobs to a location with their existing "Home yard" or "Servicing yard" field.
- Receive stock into a location with Inventory → Stock adjustment, then move it between locations with Stock transfers.
Tip
A Location selector then appears on lists and reports, and the dashboard figures at the top can be limited to one location. Included in the Complete plan.