Overview
Define business locations that can be linked to deals, items, jobs, or operational records.
Main purposeDefine business locations that can be linked to deals, items, jobs, or operational records.
Important areasLocation list, code, name, address, contact details, coordinates, time zone, default flag, active status, parent location.
Business valueLocations support cleaner territory, branch, warehouse, and operational tracking.
Where To Find It
Common Path: Setup > Product and Pricing > Locations
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Locations are setup records with address, contact, status, and optional parent location.
- A location can be marked default when it is the primary location.
- Active locations are normally selectable in related workflows.
Main Areas
| Area | What It Is Used For |
|---|---|
| Location list | Search and review locations. |
| Location details | Shows address, contact, coordinates, and status. |
| Parent location | Links a child location to a parent. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Code | Optional short location code. | Use for internal reference. |
| Name | Location name. | Required and should be recognizable. |
| Address and city | Physical address. | Use for branch or warehouse details. |
| Country and state code | Regional identifiers. | Use consistently for reporting. |
| Time zone | Location time zone. | Use when events or operations depend on local time. |
| Is default | Marks the default location. | Use only for the main operational location. |
Recommended Workflow
- Open Locations from Setup.
- Search for the location before adding a new one.
- Enter code, name, address, contact details, and time zone.
- Set default or parent location only when appropriate.
- Keep the record active while users should select it.
Best Practice
- Use clear names such as Dubai Warehouse or Riyadh Service Office.
- Keep country and state codes consistent.
- Deactivate closed locations instead of deleting if historical records use them.
Troubleshooting
- If a location cannot be selected elsewhere, check active status.
- If maps or coordinates are wrong, review latitude and longitude values.
- If time-related records look wrong, check both user and location time zones.
FAQ
Can locations be nested?
Yes, use parent location when a sublocation belongs under another location.
Should every company branch be a location?
Only when QCRM workflows need to track that branch separately.