Configure a Location

Review Location concepts and reference sections.

To open or create as many location points as needed:

  1. Go to Setup > General > Location
  2. Select an existing location to edit or click Add to create a new location.
  3. In Name, type a name for this location. When possible, keep naming conventions short due to limited space on the Roster and drop-down menu boxes.
  4. Configure the new Location record by configuring the desired settings in the fields and areas provided. This is dependent on the matrix of values developed by the organization.
  5. Click Save.