Locations

In Zoho Commerce, the Locations feature helps you categorise transactions, manage inventory, track financial performance, and allocate stocks based on Business and Warehouse Locations. There are two types of locations in Zoho Commerce:

• Business Location
• Warehouse location

Business Location

A business location is either a branch or location where your business is primarily operated. You can set up a five-level hierarchy with the Business Location as the primary level. In this structure, the Business Location serves as the head office, managing all associated branches, warehouses, and transaction stocks.

Warehouse Location

A warehouse location is a physical place where inventory is stored and managed. They are used specifically for stock tracking. You can associate a Warehouse with a Business Location, but a Warehouse location cannot have sub-locations.

Create Location

Here’s how you can create a new location:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Click Add Location in the top right corner.
• Select a Location Type.
• Enter the location Name.
• Click the This is a Child Location option if the location that you are creating is a child location and select a Parent Location from the dropdown.
• Enter the full physical address of the location.
• Enter the Website URL if the location has a specific website URL.
• Select the Primary Contact, Transaction Number Series, and the Default Transaction Number Series for the location.
• Click Save.

Configure Transaction Series

You can configure different transaction series for different locations. Here’s how:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Navigate to the Transaction Series Preferences tab.
• Click + New Series.
• Enter the Series Name. You can even provide the location’s name as the series name.
• Select the location with which you would like to associate this series.
• Enter the Prefix and Starting Number.
• You can select Yearly in the Restart Numbering dropdown if you want to restart the numbering of the transaction series every year.
• You can check the new series that you’ve created in the Preview field.
• Click Save.

Location Based Stock Preferences

Zoho Commerce allows you to setup how stocks can be managed for a store based on the location. The stock can be restricted in two ways:

• Online Store Locations
• Shipping Zone Locations.

Online Store Locations

Online store locations refer to the locations where fulfilment of orders placed through your online store are handled. By default, all the locations which are created in Zoho Commerce will be created as an online store location.

Here’s how you can mark a location to fulfil online orders:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Select a location.
• Enable Fulfil online orders from this location to mark the location as an online store location.
• Click on Save.

You can enable the option to limit stock based on online store locations by following the below steps:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Click Location Based Stock Preferences.
• Make sure Restrict out of stock purchases is enabled.
• Select Limit stock to online store locations.

• Click on Save.

Shipping Zone Locations

Shipping zone locations are the locations which are associated with shipping zones in Zoho Commerce.

Here’s how you can create a new shipping zone and associate a location with it:

• Go to Settings in the top right corner.
• Click Shipping & Pickup under Sales.
• Click + New on the top right.
• Enter a Title for the shipping zone.
• Under Country/Region choose the countries you want to deliver to.
• Choose states you want to select under State.
• Enable Provide zip code at state level if you want to specify zip codes.
• Select the location which you want to associate with this shipping zone.
• Click Save.

Only the locations assigned to a shipping zone will be considered for fulfilling orders. When a customer enters their delivery address, the system identifies the relevant shipping zone and applies the corresponding shipping rate and delivery options. If the address doesn’t fall under any shipping zone, or if none of the locations in that zone have stock, the customer won’t be able to place the order.

You can enable the option to limit stock based on shipping zones by following the below steps:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Click Location Based Stock Preferences
• Make sure Restrict out of stock purchases is enabled.
• Select Limit stock to shipping zone locations.

• Click on Save.

Mark Location as Primary

By default, the details you enter while setting up the organization will be captured under the Head Office and will be marked as primary. You can, however, create a location and mark that as primary. Here’s how:

• Go to Settings in the top right corner
• Select Locations under Organisation.
• Hover over a location.
• Click the dropdown next to it and select Mark as Primary.
  (OR)
• Click the Star icon to mark a location as primary.

Edit Location

To edit a location:

• Go to Settings in the top right corner.
• Select Locations under Organisation.
• Select a location or hover and click Edit from the dropdown.
• Make the necessary changes and click Save.

Delete or Mark Location as Inactive

To delete or mark a location as inactive:

• Go to Settings in the top right corner.
• Select Locations under Organization.
• Hover on a location and click Mark as Inactive/Delete from the dropdown.