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Locations - Basic

The Basic tab allows you to set up the basic details for a location.

Figure: Example Location Screen

Name

The name of the location.

Address

The street address of the location. This does not need to be entered for a location group.

Postal Address

The postal address of the location. This does not need to be entered for a location group.

Contact Name

Various details on how to contact a location. This does not need to be entered for a location group.

Phone

The phone number of the location.

Mobile

The mobile number of the location.

Fax

The fax number of the location.

E-Mail

The email address of the location.

Location Report Footer

The line that will be printed at the bottom of each page of a report. This will usually be the company name and possibly the company's tax number. When a new location is created, this value will default from the Location Report Footer on the Defaults tab in System Settings.

Location Report Logo

The name of the bitmap that should be used to print the logo on a report. The filename should include the path where the file can be found. Since some reports are generated on the client and some on the server, this path will be something common on both computers, for example \drsapps\bmps. When a new location is created, this value will default from the Report Logo field on the Defaults tab in System Settings.

Parent Location

The location which this location belongs to. This is used for determining costs/sells for a location.

Report Location

The location that reports are generated for. This is used now instead of the INI file setting for the computer location.

Location Type

The type of location. A location can be a store, a group of stores or a competitor. Select the check box to indicate that the store location is a webshop.

Store/Warehouse

These types are used to indicate locations for which sales or stock details need to be kept. There is no difference between the two types.  In a retail shop, the location would be set up as a Store. In a pub, each bar or stock holding location would be set up as a Store. The pub itself would NOT be set up as a Store because it does not have sales or stock.

Group/Venue

The Group and Venue locations allow you to group stores and warehouses together for pricing and reporting purposes. There is no real difference between the types and you would generally use Group. However, in the case of a pub, the location set up to represent the pub itself (rather than the bars within the pub which would be set up as Store) could be set up as a Venue.

Area

This is similar to Group and Venue but has special meaning when used with the 13 Week Group Statistics Report.

Inactive

If you sell or close a location you will want to keep the location code itself to view statistics on but you won't want to record sales or stock. In this case you would change the type of the location to Inactive.

Comp/Comp Group

The system allows you to record sell prices from your competitors. To do this you have to set up a location for the competitor and set its type to Comp. You cannot use this type of location for recording sales or stock. You can also record competitor details such as store turnover, type, size, and so on. Comp Group is simply a group of Comp locations.

Admin

Indicates that the location is simply an administration location. It doesn't have sales or stock but has staff working there which need to have correct security access.

Orders

Not currently used.

Computer

The computer system used at this location.

Use For Pricing

If this is checked on, the location can be used when entering cost and sell prices. Some locations are set up for reporting purposes only, in which case this field will not be checked on.

Use For Banking

If this is checked on, the location can be used by the banking function.

Use For Reporting

If this is checked on, the location can be used as a reporting location.

Grade

The grade of the location. This allows you to group similar stores together.

Started Trade

The date the location started trading. The system can use this when determining which locations exist in a location group at a certain date.

Finished Trade

The date the location stopped trading. The system can use this when determining which locations exist in a location group at a certain date. Leave this empty if the location is still trading.

ABN

The ABN or tax number assigned by the government for this location.

BRN

The BRN or secondary tax number assigned by the government for this location.

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