Other Actions for Locations

Let’s have a look at all the other actions you can perform on locations:

Advanced Search

You can now use location as a filter criteria when you perform advanced searches. Here’s how:

• Click the Search icon at the top of the page.
• Select the module (let’s say, Invoices) and click Advanced Search.
• Select the Location and set other criteria if necessary.
• Click Search.

Mark Location as Primary

By default, the organization’s initial details will be captured under the Head Office and will be marked as primary. You can, however, create a location and mark that as primary as well. Here’s how:

• Go to Settings in the top right corner of the page.
• Select Locations under Organisation.
• Hover on a location.
• Click the drop-down next to it and select Mark as Primary.
  (or)
• Click the Star icon to mark a location as primary.

Edit Location

To edit a location:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Select a location or hover and click Edit from the drop-down.
• Make the necessary changes and click Save.

Delete/Mark Location as Inactive

To delete/Mark a location as inactive:

• Go to Settings in the top right corner of the page.
• Select Locations under Organization.
• Hover on a location and click Mark as Inactive/Delete from the dropdown.