To perform any of the actions on this page, first navigate to Project Settings > Checkout > Locations.
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Only users with the Administrators project role can view and edit the Locations page in Checkout. |
Overview
Locations are primarily the corporate addresses where goods are delivered and services are conducted. When the procurement feature is activated, 'Locations' become essential in the creation of purchase orders.
Checkout allows for the creation, editing, deletion, import, and export of location data. It's crucial to note that Checkout is designed to designate only one primary location at any given time.
In the item requisition phase within 'Checkout,' the configured 'Locations' appear as selections on the checkout form . The options will only be available if the location field is visible, which can be adjusted in the portal settings. Customers can create a temporary location when ordering from the portal. The temporary location is useful when shipping assets to a location other than the office location. A great use for temporary locations is when organization users work from home.
Creating a Location
To create a Location, navigate to Project Settings > Checkout > Locations and select the Add Location button.
On the module that appears, fill out all of the required information and click Save. To quickly create another, check the box at the bottom of the screen.
Editing a Location
To edit an existing Location, navigate to Project Settings > Checkout > Locations and select the pencil icon next to a Location.
Make any desired changes to the Location and then click Save.
Deleting Locations
You cannot delete the main address of your project. To change the main address, navigate to Project Settings > Checkout > Purchase Orders and modify the Main Address field underneath Company Details.
Deleting a Single Location
To delete a Location, navigate to Project Settings > Checkout > Locations and select the trash icon next to a Location.
A module will pop up asking you to confirm deletion. Press Delete.
Deleting Multiple Locations
To delete a multiple Locations, navigate to Project Settings > Checkout > Locations. In the upper right hand corner of the screen, click on … > Batch Delete.
Select the Locations you want to delete and click Delete Selected.
Importing a Location
To import Locations, refer to the Importing Locations guide.
Exporting Locations
To export the Locations, navigate to Project Settings > Checkout > Locations. Click on … > Export.
This will automatically download a csv file containing the details of each address.
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