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.
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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.
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