Functions in Locations

Once you’ve created the locations, associated the transaction series, and added the users, you can start associating the locations to transactions.

Let’s explore how you can do this in Zoho Books:

Associate Locations to Transactions

You can associate locations with all your sales transactions, purchase transactions, manual journals, bank transactions, and e-Way bills. Let’s look at an example of how you can associate a location to an invoice:

• Go to Invoices on the left sidebar and click + New.
• Select the Customer Name
• Select the Location and Invoice Date.
• The Invoice # will be auto-generated. You can also manually generate them by clicking the Gear icon.
• Enter other details and click Save.

Similarly, you will be able to create transactions and associate locations with other modules as well.

View Dashboard

By associating locations with transactions, you can easily view each location’s performance directly from the dashboard. Here’s how:

• Go to Home on the left sidebar.
• Navigate to the Default Dashboard tab.
• Click the All Locations dropdown in the top left.
• Select the location whose details you need to view.