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Locations

Locations are used to track sales and inventory. A location can be defined as an ‘inventory only’ location and is useful for tracking your cellar, storage room, warehouse (on or off-premise).

A business will have at least one sales location that carries an inventory.

To view your locations, navigate to the System Setup menu and click Locations under the Company section.

Locations

You can add, edit or delete a location using the toolbar buttons.

Once a location has historical transaction activity, it cannot be deleted. In this case, simply mark the location as Inactive.

To add or edit a Location, click the new button, or select a row and click edit.

Edit Location

Fields

Loc ID: This is the location identifier. It can be up to 5 characters (A-Z, 0-9) without spaces or special characters. Examples: TR=Tasting Room, WH=Warehouse, etc.

Location: This is the name of the location.

Store: Select a Store from the drop-down list for which this location reports under.

Ship Origin: Select from the drop-down list. This will usually be set to ‘Local’

Sales Location: Check this box if this location will be tracking sales.

Local Sales Tax: Select your local tax rate from the drop-down list.

Merchant Profile: Select the merchant profile you will be using to charge credit cards.

Inventoried: Check this box if this location will be carrying inventory.

Inventory Type: Choose between Tax Paid and Bonded Inventory types.

Address: Enter the full address of the location.

Phone/Fax: Enter the phone and fax number of the location.

When adding a new location, you will need to establish a beginning inventory. It is best to use the Physical Inventory module to do this. (See: Physical Inventory).

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