Anything you want to do in e-manage that has to do with contacts, marketing, sales, projects, service, purchasing, etc. starts with a company location record.
A company location record is a physical address where you can bill to, ship to, install to and/or buy from.
Company location records are grouped by their Company Name, therefore, a company with many locations (branches) would all share the same company name, but have individual location names and addresses.
Most companies that have multiple locations already have location (branch) names or numbers that they use internally to separate each that you should use in e-manage. It is important that you find out these location (branch) names from your customers, as it tends to speed up the payment process when invoices are presented.
There should never be a duplicate of a company location record in e-manage including Vendors. e-manage allows you to buy from and sell to your vendors, so there is no need to have them in separate areas of e-manage.
Note: There are special rights necessary to create / edit vendor locations, so not every user will be able to enter these types of locations, even if every user can sell to them.
Before entering any new company, you should search e-manage to make sure it doesn't exist. e-manage has a robust duplicate checking strategy, but there are always exceptions, such as users entering company names by Acronym. Therefore, e-manage gives you many ways to search including: location name, address, phone number, etc. (see "Searching for Existing Companies")
Once it is determined that a new company location is required, it is always easiest to use the e-manage prospecting functionality that searches Google for the address, phone, web address, etc. and allows you to enter the new company location with the bare minimum of typing (see "Prospecting")
Creating Company Locations in e-manage is fast and easy but busy, on the go, salespeople might prefer to use the Web Portal on their mobile device to enter company information without being in front of a computer. The e-manage ONE Portal also has the Prospecting Tool that works just like the Windows software.