A location record is to be created for our organisation as well as principal employer’s organisation. The location record consists of information such as applicable shifts, GSTIN and address. This record is further picked up while creating the partner record.
Creating a Location¶
To create a location, please follow the steps below
In CRM container, go to Locations Folder
In Locations Folder, click on “Actions” and select on “New Locations”
A New Location’s Details window will pop up on the screen
Fill in the details. Please note that the fields marked with “*” are mandatory.
Click on Save
Mandatory Fields for Location record¶
Address: Complete address of the organisation at the specific location
City: City in which the organisation is established
State/Union Territory: The state is which the respective location falls under
Shifts: The shifts being practised at the location
Head-Office: In case the location record is being created for the organisation’s Head quarters, please turn the switch on.
GSTIN: Though not mandatory, but it is adviced that you must enter the location’s GSTIN. Filling the number would ensure it’s availablity to be picked wherever this location is applied.