Locations Overview
The Locations feature lets users with the Administrator role track information about employees and transactions for multiple offices or warehouses. For example, you can create locations for the corporate office, sales offices, or for warehouses in several states. You can associate transactions and employees with each location, and then filter report data by location.
To enable the Locations feature, go to Setup > Company > Enable Features. On the Company subtab, check the Locations box and then click Save.
To track data by location, you must enter a record for each location you want to track. Then, you can associate employees and transactions with a location. For more information, see Creating Locations.
You can use the Locations feature to do the following:
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Associate transactions with a location.
You can group sales and purchases by location, as well as bank transactions like checks, deposits, and credit card purchases.
You can search for transactions associated with a location and filter reports to show data for each location. For more information, see Associating a Transaction with a Location and Searching for a Transaction by Location.
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Associate employees with a location.
Choose a location on the employee's record to associate them with a location. By customizing employee roles at Setup > Users/Roles > Manage Roles, you can restrict employee access to data for their location only. For example, you can restrict access for warehouse staff who handle item receipts or fulfillments at one location. For more information, see Employee Locations.
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Assign fulfillment locations to sales order lines automatically.
If the Automatic Location Assignment feature is enabled, you can use location records for your fulfillment locations and have those locations automatically assigned to sales order lines. NetSuite assigns locations to sales orders based on the customer shipping address, your fulfillment locations, and rules such as the location type or distance to the shipping address. For more information, see Automatic Location Assignment.
Automatic Location Assignment is part of the Advanced Order Management module – contact your account representative for more information.
To associate items with a location, you must enable the Multi-Location Inventory feature. Before you enable this feature, you should read Multi-Location Inventory to determine if this it's appropriate for your company. After you enable the Multi-Location Inventory feature and distribute items, you can't disable it without contacting Customer Support. The Multi-Location Inventory feature is required for NetSuite OneWorld using the Inventory feature.