Introduction to Company Location Records
In e-manage|ONE, any activity related to contacts, marketing, sales, projects, service, purchasing, and more begins with a company location record. This record represents a physical address where billing, shipping, installation, and purchasing can take place.
Understanding Company Location Records
Company location records are organized based on the company name. Therefore, companies with multiple locations or branches will share the same company name but have distinct location names and addresses.
Using Existing Location Names or Numbers
Many companies with multiple locations already use internal location names or numbers to differentiate between branches. It is crucial to obtain these location names from your customers, as it significantly speeds up the payment process when presenting invoices in e-manage.
Avoiding Duplicate Records
It is important to ensure that there are no duplicate company location records in e-manage|ONE, including vendor records. Since e-manage allows you to both buy from and sell to vendors, there is no need to maintain separate areas for them in the system. e-manage does warn you when attempting to save a new company record if there is already a company with that address in the system however, it is imperative to not use acronyms for company names to avoid duplications.
Note on Vendor Location Rights
Creating and editing vendor locations in e-manage|ONE requires special user rights. Not every user will have the ability to enter these types of locations, even if they can sell to the vendors. Please consult your system administrator or designated user with the necessary privileges for assistance in managing vendor locations.
By effectively managing company location records in e-manage, you can streamline various business processes, enhance communication, and ensure accurate billing, shipping, and purchasing operations.