Flex4: Business Locations

• Overview
• Adding a New Business Location
• Editing Business Location Settings
• Adding and Editing Business Location Addresses
• Adding and Editing Business Location Phone Numbers
• Adding and Editing Business Location Internet Addresses
• Deleting a Business Location

Overview

A business location is where your company’s operations take place. Most Flex customers operate from a single business location, which is generally a warehouse where inventory is shipped and returned. Customers with multiple business locations can keep track of inventory from each location and transfer inventory between locations.

Adding a New Business Location

Only Flex can add a new business location to your system. Each additional business location costs extra per month.

If you want to add a new business location to your system, contact Flex Sales with the new location details (name, address, time zone, locale settings, and phone number).

Editing Business Location Settings

1. On the System Settings menu, click Business Locations.
2. Double-click on the business location that you want to edit.
3. Click Edit Business Location in the Workbench Menu.
4. Edit the business location information.
   • Name: The name of the business location, typically a city name.
   • Code: A short code to represent the business location, typically an abbreviation of the name.
   • Currency: The default currency that the location will use.
   • Corporate Entity: The corporate entity (identity) that is associated with the location.
   • Location Type: The type of location the business location is, typically Warehouse.
   • Time Zone: The time zone that the business location is in.
   • Locale: Locale settings for the business location (monetary symbols, time and date format, etc.).
   • Default Paper Size: The paper size that the business location uses.
   • Holiday Scheme: The default holiday scheme that the business location uses.
   • Tags: Options tags to apply to the business location.
   • Default Terms and Conditions: Must be in RTF format. Accepted fonts: Arial, Georgia, Calibri, Helvetica. Recommended font size: 7-10pt depending on document length.
   • Logo Scale to Fit: Select Yes to customize logo size (in pixels) as it appears on PDF documents. Select No if your logo is already the desired size.
5. Click UPDATE.

Adding and Editing Business Location Addresses

Your business location should have at least one address that was entered by Flex Support. You can edit this address and add additional addresses if needed.

How to add a new business location address:

1. Open the business location page (refer to steps 1 and 2 of Editing Business Location Settings if you don't know how to do this).
2. Click the Addresses tab.
3. Click the NEW ADDRESS button. Notice the "Edit Address" section header has changed to "New Address" and the details from the existing address will show in each field.
4. In the "New Address" section, add the new address details.
5. Click ADD.

How to edit a business location address:

1. Open the business location page (refer to steps 1 and 2 of Editing Business Location Settings if you don't know how to do this).
2. Click the Addresses tab.
3. Select the correct address in the "Addresses" section.
4. In the "Edit Address" section, make changes to the address details.
5. Click UPDATE.

Adding and Editing Business Location Phone Numbers

Your business location can have multiple phone numbers and fax numbers. A phone number can be set as the default phone or default fax number for the business location.

How to add a business location phone number:

1. Open the business location page (refer to steps 1 and 2 of Editing Business Location Settings if you don't know how to do this).
2. Click the Phone Numbers tab.
3. Click the NEW PHONE NUMBER button.
4. Enter the new phone number details.
5. Click ADD.

How to edit a business location phone number:

1. Open the business location page (refer to steps 1 and 2 of Editing Business Location Settings if you don't know how to do this).
2. Click the Phone Numbers tab.
3. Double-click the phone number you want to edit.
4. Make changes then click ADD.

Adding and Editing Business Location Internet Addresses

Your business location can have multiple internet addresses (website, email, etc.). An internet address can be set as the default email for the business location.

How to add a new business location internet address:

1. Open the business location page (refer to steps 1 and 2 of Editing Business Location Settings if you don't know how to do this).
2. Click the Internet Addresses tab.
3. Click NEW INTERNET ADDRESS.
4. Enter the new internet address details.
5. Click ADD.

How to edit a business location internet address:

1. Open the business location page (refer to steps 1 and 2 of Editing Business Location Settings if you don't know how to do this).
2. Click the Internet Addresses tab.
3. Double-click the internet address you want to edit.
4. Make changes then click ADD.

Deleting a Business Location