Location Details: Recommended Order
- Under the Corporate menu, click Locations.
- To edit a location record, click on the Name hyperlink.
- All tabs are visible by default. To show/hide a tab, click on the Menu icon and select the Tabs option. From the pop-up menu, check to show or uncheck to hide the desired tab(s).
- Click on the Recommended Order tab.
- Configure the desired settings on this tab. Click HERE to see details for each setting.
- Click the Disk (Save) icon to save your changes.
- To download and print these settings, click the Printer (Export) icon and select the desired options.
- If necessary, click on any other tab as needed to configure settings on that tab. If not, skip to the next step.
- When finished, click the X (Close) icon to return to the summary screen.
See Recommended Order for details on how this is calculated based on the selected settings.
Location, Workflow Preferences (for Cruise only), Labor (not for Cruise), Safe Log (not for Cruise), Supply Locations (not for Cruise), Transfer Locations, PBI Vendors, Taxation, Alternate Address, Replication (for Cruise only), Projected Sales % (not for Cruise), User Defined Category, Deliver To (not for Cruise), Concepts (not for Cruise), Post, User Defined Attributes