Create a location

Create locations to record and organize information about where you provide services to customers.

To create a location:

On the toolbar, click New Location . If the Location field is empty, specify a value.
Optional: Type a description in the Location Description field. Click Long Description if you need more space.
In the Type field, specify a value or click Select Value to choose from the list.
If the location is a rotating location, in the Rotating Item field, enter a value or click Detail Menu to select an option and retrieve a value. If the item that you specify has a classification, the classification and attributes are copied to the Specification tab.
Optional: Associate customers with the location.

Click Show/Manage Customers next to the Primary Customer field.
In the Add/Modify Customer Associations dialog box, click Select Customers.
Select one or more customers from the list and click OK. By default, the first customer you associate with a location becomes the primary customer.

If you select multiple customers, and there is no primary customer for the location, the first customer alphabetically in the selection becomes the primary customer.

Click OK to save the associations and return to the Location tab.

Tip: When you associate a primary customer with a location that has a classification, other attributes may become available. From the Specification tab, you can click Select Attributes to add the new attributes to the specification.

Optional: Complete additional fields. Some fields are only available if the type is Operating.
Click Save Location .

If you specified Operating in the Type field, you can select Associate Systems With a Location from the Select Action menu and place this location in a system and relate it to other locations.

To create a location:

See Also