Locations are used for:
- The source of default document numbering such as Invoice Numbers and Purchase Order Numbers when creating various records in Workbench.
- The physical locations of groups of Employees
- The physical locations of groups of Companies
- To hold the Letterhead to be printed on documents for that Location
Note that the Company screen must be set on this screen. See details below:
Many setups would use just a single Location
- A Location is attached to a Profit Centre, and a Profit Centre is attached to a Person. The default numbering is therefore the numbering from the Location of the Profit Centre of the logged in user
Code/Description for each Location
Use Codes that will be meaningful in record search functions and reports.
Address
This address can be used by Crystal Reports as an alternative to using the standard Letterhead object.
Company
To use Purchase Orders each Location must have an internal company record setup. This will allow multiple 'ship to addresses' to be maintained for each Location. A new database always has an 'Internal' Company already set up. This name should be changed to be the name of the company owning the Workbench software.
GST Registration
This tax registration code prints on Job Invoices.
Batch Prefix
If you wish to maintain a unique range of batch numbers per Location you must setup this prefix (single digit)
Document Sequence Numbers
Document numbers generated by the system are maintained at the Location level.
A wide range of document types are listed, and should have an entry where that document type is being used.
The Next No is automatically incremented by the system when a document is created.