Overview
Locations in QBM represent the physical or operational places where the business works, such as stores, branches, warehouses, or service points. They help control transactions, inventory flow, reporting, and location-based responsibility.
Main purposeDefine where business activity takes place.
Used bySales, purchasing, banking, inventory, reporting, and user access settings.
Business valueClearer branch control and better reporting by location.
Where To Find It
Common Path: Company or Setup > Locations > Location Details
The exact menu wording can vary slightly, but the screen is commonly labeled Location Details in QBM.
How Locations Work
A location can be a main operational point or a sub location under another store. When locations are set up properly, QBM can track activity more accurately and users can filter or report by location where those features are used.
- One location may represent a branch, warehouse, outlet, or internal operating point.
- Parent and sub location structure helps model branch networks or grouped warehouses.
- Location settings may affect inventory, costing, tax behavior, and document defaults.
Main Fields And Options
| Field Or Option | What It Means |
|---|---|
| Name | The main location name shown in lists and transaction lookups. |
| Type | The location type, such as store, warehouse, or another company-defined location role. |
| Parent Store | Links the location under another location in a hierarchy. |
| Parent Location Option | Marks whether the record is a parent location in the structure. |
| Inactive | Stops normal use of the location while keeping historical activity. |
| Address, City, State, Country, Postal Code | The physical address and regional information for the location. |
| Phone, Phone 2, Fax | Contact details for the location. |
| Notes | Internal notes linked to the location. |
| Different Costing | Shows that the location follows a specific costing behavior rather than the ordinary default. |
| Costing Group | The costing group linked to the location where costing is managed by group. |
| Tax Free | Indicates that the location should be treated as tax free where that business rule applies. |
| Currency | The location currency where location-level currency handling is relevant. |
Recommended Workflow
- Create the location and enter a clear operational name.
- Select the correct location type and decide whether it is a main or sub location.
- Enter full address and contact details so printed documents and location reporting remain useful.
- Review costing and tax-related options if your company manages those settings by location.
- Save the location and test it on one transaction or report to confirm it behaves as expected.
Best Practice
Best practice: Use a naming standard that users recognize immediately, especially if you operate multiple stores or warehouses.
Important: Review costing and tax-free settings carefully before live use because they can affect downstream transaction behavior and reporting.
- Keep the location hierarchy simple and meaningful.
- Use inactive status instead of deleting locations with history.
- Confirm contact details so users do not rely on outdated branch information.