Anything you want to do in Introduction to Company Location Records
In e-manage that has to do with |ONE, any activity related to contacts, marketing, sales, projects, service, purchasing, etc. starts and more begins with a company location record. A company location record is This record represents a physical address where you can bill to, ship to, install to and/or buy from.billing, shipping, installation, and purchasing can take place.
Understanding Company Location Records
Company location records are grouped by their Company Name, therefore, a company with many locations (branches) would all organized based on the company name. Therefore, companies with multiple locations or branches will share the same company name , but have individual distinct location names and addresses.
Most companies that have Using Existing Location Names or Numbers
Many companies with multiple locations already have use internal location (branch) names or numbers that they use internally to separate each that you should use in e-manageto differentiate between branches. It is important that you find out crucial to obtain these location (branch) names from your customers, as it tends to speed significantly speeds up the payment process when invoices are presented.There should never be a duplicate of a company location record 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 Vendorsvendor records. Since e-manage allows you to both buy from and sell to your vendors, so there is no need to have maintain separate areas for them in separate areas of the system. e-manage .Note: There are special rights necessary to create / edit vendor locations, so not every user will be able 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 every user they can sell to themthe 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.