Add a Location
- Go to your Subscription page
- Navigate to the "Multi-Location" Section
- Click on the "+1 Location for Addl $50/mo." button
- It will confirm the pricing for adding a location to your account
- Following activating the new location, we will reach out with an email to collect all of the information necessary
- If you do not want to wait for the email or wish to send us the information immediately, please send the following information to us via email
For your new location:
- What is the name of the location?
- Address?
- Do you want settings copied from your current location?
- And is the inventory being shared between the locations, is it all being copied to make a second version of it, or do you want to enter it manually?
- Do you want the quotes and contacts copied from your original location?
Remove a Location
- Go to your Subscription page
- Navigate to the "Multi-Location" Section
- Click the "deactivate location" link
- The page will ask you a series of questions to remove the location
Currently, if you need to do any of the following, you'll need to contact us:
-
Copy a location's data
-
Merge two location's data
From Settings -> Warehouses/Addresses, you'll be able to see your list of locations. Note: both mailing addresses and "account locations" are listed here.