Locations are places where business is transacted. Locations may be where a customer is located, or a place where trips start and end.
Filter
The filter is the box next to the Filter caption.
You can enter text to match the Account, Location Name, Address, City, State or Route Sales Rep fields.
To clear the quick filter, click on the X button next to the quick filter.
The quick filter is persistent. If a quick filter is set when you leave this form, it will be restored the next time you enter the form.
New Location
Click on the Locations menu, then click on the New Location link.
Enter the location data and then click on the Geocode From Address button to set the location on the map.
Fields
| Account | An account code used to identify this location. (Required and must be unique.) |
| Location Name | The name of the business at this location. (Required) |
| Address 1 | The first line of the location address. (Required) |
| Address 2 | The second line of the location address. (Optional) |
| City | The city of the location address. (Required) |
| State | The state of the location address. (Required) |
| ZIP Code | The ZIP Code of the starting location address. (Optional) |
| Route Sales | The route salesperson assigned to this location. (Optional) |
| Precision | Read only. Cannot be changed. |
| Is Facility | Check this box for company owned locations that may be the origin or destination locations of a trip. |
| Is Permanent | Check this box when this address is not to be updated when copying invoices or estimates. See below. |
When invoices and estimates are copied from QuickBooks, the address provided is used to update the customer address in Brewery Routing. This is done when a business moves to a different address. If the billing address is not the same as the delivery address, the location should be marked as Is Permanent. When this is done, the address in the location is not automatically updated.
Click on the Geocode From Address button to set the location on the map.
The map will be updated and the Latitude and Longitude fields will be set.
Edit
To change the location data, click on the Edit link.
The Edit Location form will be displayed. This form is identical to the New Location form, except that a Delete button is shown.
To save the location data, click on the OK button.
To delete the location, click on the Delete button.
Changing the Geocoded Position
At times, deliveries are not made to the exact position in the front of the building at the given address. Deliveries may be made to side or back doors, or to loading docks.
When the icon on the map is not at the position where the deliveries are made, click on the map, and the icon will be moved to the correct position without changing the specified address.