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Use Locations to determine where to assign your business expenses. A location can be a room, a building, a geographic area, or anything
else
that helps you to classify costs.
LOCATION BASICS
When to Use Locations | Entering Locations | Data Fields | Using
Lists | Using Locations
RELATED TOPICS
Category Basics | Category Setup | Category
Systems | Cost Categories
Job Costs | Location Classes | Location Packages
When to Use Locations
Cost locations can be whatever works best for your business. You might use them for different departments in a retail store, different operations
in a service business, different areas in a project, or different processes
in a manufacturing plant.
EXAMPLE-- For a construction company you might use Cost Categories for
different phases of construction work, and Locations for the different rooms in a typical building project.
Entering Locations
To enter a Location, follow these steps:
- Choose Location Setup from the Costs menu, then choose Locations from the submenu.
- Click the New button, or click on an existing item and click the Edit button.
- Enter details for the location.
Data Fields
Enter the following information for each Location:
Name-- Type in a brief name for this location. This is the text that will appear in clairvoyant fields.
Description-- Type in any comments you'd like to make about this item.
Location Class-- Choose the location class to which this location belongs.
Using Locations
Locations can be assigned in Estimates, Material
Purchases, Labor Hours, and other transactions
that involve costs.
When you use the Job Costs command to see
costs versus income, you can see how each location is doing.
You decide exactly which locations are available for each type of job
by including the location in a Location Package.
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