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Creating a New Location

You can create any number of locations for your companies in the Organization work area. It is a good idea to have at least one location for every company. Additional locations may be created if a company sets up a new location or if an existing location becomes relevant to a workspace. New locations you create are not included in any workspace until you manually add the location document to the appropriate workspaces.

Be sure that you have all relevant information about a location before starting. If you do not have all information available right now, you can create a location with minimal information, then edit the location later to add the missing information. To create a new location, your security role in the Organization work area must have permission to create locations. For more information, see "About Security Permissions".

To create a location

1. Open the Locations tab for the company receiving the location in the Organization work area.

The list of locations for the company appears.

2. Click New to create a new location using the default template.

— or —

Click the arrow next to New to choose another template. For more information, see "About Document Subtypes".

A blank location document appears. Some information may already be filled in, depending on the template used.

3. Complete the following required information for all location documents:
• Name: Type the name of the location for display purposes.
• Addresses:

  This section lists the addresses for the location. To add an address, click Add Line and then complete the information below. To delete an address, select its check box and then click Delete Line(s).

  Field	Description
  Primary	Select this button if the address is the primary address for the location. Only one address can be designated the primary.
  Type	Select the type of address; for example: Headquarters or Sales Office.
  Street Address	Type the street address lines can contain the street address, P.O. Box number, or mail drop number.
  City/Town	Type the location's city or town.
  County	Type the location's county, if applicable.
  State/Prov	Type the location's state or province.
  Country	Type the location's country.
  Zip/Postal Code	Type the location's zip or postal code

• Construction Divisions:

  This section lists categories that describe the construction divisions for the location. For example: Steel, Painting, Plumbing.

  • To add a category, click Add Line and then select a category from the dialog box.
  • To delete a category, select its check box and then click Delete Line(s).
4. If you are performing a workflow action on the quote, complete the information required for this action. For more information, see "Location Workflow Actions" for a list of preconditions for a specific action.
5. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
6. Click Save.

Proliance saves the page. Click Exit Edit Mode when done.