This article will discuss the functions and differences for systems with more than one location.


TABLE OF CONTENTS


What are multi-location systems?

In CoreBridge, a multi-location system is a system that has more than one sales center. We use locations to group all of the financial data for each sales center together.


How are location-specific settings managed in my system?

Locations in your system are managed by navigating to the Management Module > Locations > Manage Locations. Here you can make specific adjustments for each location including location-specific logos, invoice prefixes, DBA, and more.



For more information on location and company settings, visit the Managing Locations & Company Settings article.


What type of location-specific branding is allowed?

  • Use location-specific logos and details for each location.
  • Different locations can use differently branded login pages.
  • Tailor customer communications with location specific information on the following Customer Communications placeholders (view the Customer Communications Optionsarticle for additional information on using placeholders):
    • {{company.legalname}}
    • {{company.dba}}
    • {{company.slogan}}
    • {{company.EIN}}
    • {{company.website}}
    • {{customer.webportal.link}}

How will multiple locations affect my customers?

  • Customers can be assigned to a specific sales location. This will be the default location assigned for all estimates and orders, however, the sales center can be adjusted during order entry. 
  • Customer In-store credits will also be location-specific.
    • Ex: If a customer has an in-store credit for Location A, it can not be used on an order from Location B.

Can orders assigned to one sales location be assigned for production at another?

When using multiple locations, an order can be assigned to Location A, but will be produced at location B. This information can be edited under the Product information on the Order View Page.


Multi-Location Pricing Settings

When using a multi-location system, there are other pricing factors that can be adjusted based on the sales location. These settings are managed by navigating to the Management Module > Locations > Multi-Location Settings


  • Revenue Split
    • This setting allows you to have the total revenue on each product of an order split between the billing and production locations if they are different.
  • Location Global Pricing Multiplier
    • This setting allows you to globally raise or lower pricing for all customers assigned to a specific location. You can control pricing separately for parts, modifiers, and setup fees. By default, each pricing type is set to 100%. To raise or lower the pricing, simply increase or decrease this percentage and all calculated pricing for the associated type will automatically be adjusted accordingly.
      • Example: If the calculated Part Price was $100.00, and the Part Multiplier was set to 110%, the final price would be $110.00. 

How does my financial information look when reconciling for multiple locations?

Reconciliations must be completed for each sales center when using multiple locations. Navigate to the Accounting Module > Reconciliation > Reconcile Accounts. When the reconciliation window opens, you will have the option to select which location you would like to reconcile.


Multi-location accounting sync

Please view the FAQ: Multi-Location & Multi-System Accounting article in regards syncing your accounting information when using multiple locations.