Common Components Help

AEF Help

Creating a Location

To add a new location

1. Access the category list and Properties page for the page type of organization you want to create a location for.
2. Click Create New from the page Actions menu.
3. Enter details about the company location, including the following:

Name. Name of the location.

If a location is entered with a duplicate name, the second location entered will appear as the Company Name - City. Therefore, if multiple locations exist with the same city, it is recommended to enter the Location name with a unique identifier.

Location Type. Check the boxes that represent the location type: Headquarters Site, Manufacturing Site, Billing Address, and Shipping Address. A small company might have just one location and all the types apply to it. A larger company might have many locations that are manufacturing sites, one headquarters site, one billing address, and several shipping addresses.

Address 1 and Address 2. Location address elements, generally any combination of street name, building number, suite number, or post office box number.

City. The city where the company is located, or the city to which company mail is delivered.

State/Region. Location state or region.

Zip Code. 5-digit or 9-digit zip code in the U.S., or any necessary postal code for international addresses.

Country. Name of the country where the company is located.

4. Click Done.