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Location Packages |
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Use Location Packages to determine a set of Locations that are available for a job. Use them if you have a large number of Cost Locations, and don't want to see them all in every transaction. LOCATION BASICS RELATED TOPICS When to Use Location PackagesUse location packages if you have a long list of locations, and want to restrict the ones that show for each type of job.EXAMPLE-- a construction company might want to have packages that include items inside a building, and outside a building. To set Goldenseal so it uses Location Packages, follow these steps:
Entering Location PackagesTo enter a Location Package, follow these steps:
Data FieldsThe Location Package shows a list of Locations. Click on the checkmark for each item that you want to include in this package.HINT-- Click the Edit Locations button to enter new locations, or change the ones you already have. Enter the following information for each Location Package: Name-- Type in a brief name for this package. This is the text that will appear in clairvoyant fields. Using Location PackagesEnter a Location Package into the Location Package field in Customer accounts, Overhead accounts and Project accounts.When you enter costs for that job, only the locations listed in the selected package will be available in the Location field. NOTE-- If you don't enter a location package, Goldenseal will show all locations in the Locations field, when you enter transactions for that job account. Main Page | Accounts | Lists | Transactions | Menus | Index | Website | User Page |