The Locations feature enables users with the Administrator role to track information about employees and transactions for multiple offices or warehouses. For example, you can create locations for the corporate office and all of the 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 record. For more information, see Creating Locations.
You can use the Locations feature to do the following:
Associate transactions with a location.
Sales and purchases can be grouped by location, as well as bank transactions like checks, deposits, and credit card purchases.
You can search transactions associated with a location and filter reports to show data specific to each location. For more information, see Associating a Transaction with a Location and Searching for a Transaction by Location.
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 only their location. For example, you can restrict access for warehouse personnel who handle item receipts or fulfillments at a single location. For more information, see Employee Locations.
Assign fulfillment locations to sales order lines automatically.
If the Automatic Location Assignment feature is enabled, you can use location records to represent your fulfillment locations and assign those locations to sales order lines automatically. NetSuite assigns locations to sales orders based on the customer shipping address, the fulfillment locations in your organization, and one or more rules that define the assignment criteria (such as the location type or the distance to the shipping address). For more information, see Automatic Location Assignment.
The Automatic Location Assignment feature 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 feature is appropriate for your company. After you have enabled the Multi-Location Inventory feature and distributed items, you cannot disable the feature without first contacting Customer Support. Note that the Multi-Location Inventory feature is required for NetSuite OneWorld using the Inventory feature.