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Upscale

Set Up Business Locations

Note

Setting up your business locations (adding, editing, and setting the default location) is now managed in Upscale Hub under Settings → Locations, so the same locations are shared across your Upscale products. Day-to-day stock operations, tracking stock across locations and dispatching/receiving goods, still happen inside ERP (see Location Operations). The setup steps below are kept for reference.

You can add multiple business locations in Upscale ERP. This is useful if you have multiple branches or warehouses. When you add a new organization a 'default location' for your organization is set.

Go to Settings module on the sidebar, navigate to System Settings and click on Business Locations.

Business Locations

Editing Default Location Information

To update default location information,

  1. Click on the ellipses (3 dots ) at the end of default location then select 'edit' from the dropdown.
  2. Fill in the location details then click on 'Update' button to save the location details.

Note

Default location is marked by ⭐

See the table below for more information on location fields.

Fields in Location Information

Field Name Description
Location Business Name This is the name that will be used in transaction documents and inventory.
Nickname This is an internal name for the location
Location Type This is where the user selects the type of location, which can be physical, mobile, or virtual. Physical Location for a physical storefront. Mobile Location if you don’t have a physical location ie. mobile business. Use virtual if you are selling online.
Document No. Prefix A prefix for the location transaction numbers. eg if the prefix is MN-, for invoices it will be MN-INV-00001
Linked Locations These are locations where if the location is selected as a branch, stock can also be picked from them.
Description This field is for providing more information about the location.
Location Address This is where the user can input the physical address and contact information of their business location.

Linked Locations

You can link more than one location to a location. This is useful when you want to pick stock from these other locations. When you link a location to another location, you can pick stock from the linked location when creating an estimate, invoice, sales order, purchase order etc.

For example, from the image below, you can pick stock from the 'Default location' or any of the linked location i.e Store 1, Test, Town store, when creating an invoice.

linked locations

Adding New Location

To add location in your organization,

  1. Click on the 'Add Location' button at the bottom of the business locations page.
  2. Fill in the location details and click on 'Add' button to save the location details.

Add Location

Set Default Location

To set a location as the default location,

  • Click on the ellipses (...) next to the selected location and then select 'Set as Default' option from the dropdown.
  • Click OK to complete the action.

Editing location Details

To edit a location;

  1. Click on the ellipses (...) at the end of location, then select the 'edit' option from the dropdown.
  2. Edit in/out the changes and when you're done click on 'Update'.

Deactivate Location

To deactivate a location,

  1. Click on the ellipses (...) at the end of a location.
  2. Then click on 'deactivate' from the dropdown.
  3. Confirm 'Ok' on the popup window to complete the action.

Activate Location

To activate a location,

  1. Click on show inactive at the top-right of the business locations page to show inactive locations if they are hidden.

show active locations

  1. Then click on the ellipses (...) at the end of the inactive location, select 'activate' from the dropdown.
  2. confirm 'Ok' on the dialog to complete the action.

Deleting Location

To delete a location;

  • Click on the ellipses (...) at the end of location.
  • Then click on 'delete' from the dropdown.
  • Confirm 'Ok' on the popup window to complete the action.

Note

You cannot delete a location which has transactions associated with it. Instead, you can mark the location as inactive.