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Store Locations

The Store Locations section enables users to define and manage physical locations where sales transactions occur. These records provide a structured way to organise retail operations, track regional performance, and ensure accurate reporting across multiple sites.

Store locations represent individual retail sites, warehouses, or service centres within your organisation. By managing these centrally, teams can standardise location information, improve operational visibility, and maintain accurate records for financial reporting and inventory management.

The Store Locations section allows you to create a consistent set of location records that can be used for sales transactions, inventory allocation, and regional reporting. These locations help ensure that transactions are properly attributed to the correct site and provide clarity on where business activities are taking place.

Company > Store Locations

Managing Store Locations

Add Store Location

  1. Click the Add New button at the top left.

  2. Complete the required fields:

    Field Description
    Code A unique identifier for the store location
    Name The store location name
    Address Line 1 Primary street address
    Address Line 2 Additional address details (optional)
    City/Suburb City or suburb name
    State/Province State, province, or territory
    Postal Code Postcode or ZIP code
    Country/Region Country or region
    Currency The default currency for transactions at this location. To configure the available currencies, go to Site Settings > Company > Currency.

  3. Toggle the switch next to Store Locations text to enable or disable the store location.

  4. Click Save to add the location, or Save and Add to create another location immediately.

Add Store Location

Edit Store Location

  1. Click the pen icon next to the store location you'd like to modify.
  2. Make the required updates to any of the location details.
  3. Click Save to apply the changes.

Edit Store Location

Delete Store Location

  • Single delete: Click the trashcan icon next to a store location and confirm the deletion.

Single Delete Store Location

  • Bulk delete: Use checkboxes to select multiple store locations, then confirm deletion.

Bulk Delete Store Location

Other Actions

  • Filter – View store locations by status (Enabled or Disabled). Filter
  • History – Export a detailed log of location changes and version history for auditing purposes. History
  • Export – Download the complete list of store locations in .xlsx format. Export

Table Flexibility

Users can tailor the table layout using the following controls:

Feature Description
Sort by Ascending or Descending Reorder locations by Code, Name, Address, City/Suburb, State/Province, Currency, or Status.
Pin Column Lock important columns in place while scrolling.
Autosize This Column Automatically resize the specific column to fit their content.
Autosize All Columns Applies autosising on all columns.
Choose Columns Show or hide individual table columns.
Reset Columns Return the table to the default configuration.

Customisable Table

Tip

  • Use clear naming conventions that reflect the location's purpose (e.g., "Sydney CBD", "Melbourne Warehouse", "Brisbane Service Centre").
  • Disable inactive locations instead of deleting them to preserve historical transaction data and maintain accurate reporting.
  • Ensure currency settings match the location's operating region to avoid transaction discrepancies.
  • Regularly review and update address information to ensure accurate delivery and correspondence.
  • Use consistent location codes across all systems to improve integration and reporting accuracy.
  • Document location-specific requirements such as operating hours, contact details, or regional compliance needs in associated records.

Troubleshooting

Why is the wrong currency offered at a store?

Each location’s Currency references the central currency list.

Steps to resolve:

  1. Open Currency and ensure the intended currency is Enabled.
  2. Edit the store location and re-select Currency, then Save.
Why does a location not appear for new sales activity?

The toggle next to the Store Locations label may be set to disabled for that row.

Steps to resolve:

  1. Edit the location and enable it, or use the list toggle as described in Add Store Location.
  2. Confirm Filter is not hiding Enabled rows.
How do I audit who changed address or status?

Use platform audit exports tied to this section.

Steps to resolve:

  1. Click History and download the log for the review period.
  2. Pair with Export snapshots before major clean-up projects.