Searching for a Transaction by Location
The Locations feature lets you track information about employees and transactions for multiple offices or warehouses. For example, you can create locations for the corporate office, sales offices, or warehouses in different states. You can limit employee access to company information, and monitor sales or purchasing volumes for each location. You can filter reports to show data for one or all locations.
To enable the Locations feature, go to Setup > Company > Enable Features. On the Company subtab, check the Locations box and then click Save.
You can associate an employee with a location by choosing a location on their record. You can customize employee roles so they have access only to data that is relevant for their location. For example, you can restrict access for warehouse staff who handle item receipts or fulfillments at one location. To customize roles, go to Setup > Users/Roles > Manage Roles.
You can classify transactions by location to track data more precisely. For example, you can choose which location processes each sales and purchase transaction.
After you associate transactions with a location, you can search transactions by location.
To search for a transaction by location:
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Go to Transactions > Management > Search Transactions.
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On the Search Transactions page, in the Locations field, choose:
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any of – finds transactions associated with chosen locations
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none of – finds transactions not associated with chosen locations
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In the text box beneath the Locations field, choose the locations to include (any of) or exclude (none of) in your search.
To select multiple locations, press and hold the Ctrl key and click each one.
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Enter additional criteria in other fields to further narrow your search.
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Click Submit.
The Search Results page lists the transactions that match your search criteria. To view a transaction on the list, click its date. When it opens, you can edit it or create a new transaction.