Basic Functions in Locations

Let’s explore how to set up locations in Zoho ERP.

Enable Locations

To get started with locations in Zoho ERP, you first need to enable the feature. Here’s how:

• Go to Settings.
• Navigate to Organization Settings and select Locations under Organization.
• Click Enable Locations.

Once the Locations feature is enabled, you will receive an in-app notification, and the current organisation will be considered the Head Office or Primary Location.

Create Location

Once you’ve enabled the feature, you can create a new location. Here’s how:

• Go to Settings.
• Navigate to Organization Settings and select Locations under Organization.
• Click Add Location in the top right corner.
• Select a Location Type.
• Enter the location Name. Check the This is a Child Location option if the location that you are creating is a child location, and then select a Parent Location from the dropdown.
• Select the Primary Contact, GSTIN, Transaction Number Series, and the Default Transaction Number Series for the location.
• Click Save.

Configure Transaction Series

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

• Go to Settings.
• Navigate to Organization Settings.
• Select Locations under Organization.
• In the Locations page, click Transaction Series Preferences.
• Click + New Series.
• Enter the Series Name. You can also use 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 after an year.
• You can check the new series that you created in the Preview field.
• Click Save.

Configure Location Permissions

Only the Admin of an organization has the permission to enable, create, and access locations in Zoho ERP. If you would like to extend these permissions to other roles in your organization, here’s what you need to do:

• Go to Settings.
• Navigate to Organization Settings.
• Select Roles under Users & Roles.
• Select the role to which you want to extend the permission.
• Scroll down to Locations.
• Select the permissions you want to provide.
• Click Save.

Once configured, users assigned to the selected role will have access to Locations based on the permissions you configured.