Business Locations Settings

Introduction

This article explains how Partners can set up and manage Business Locations on the Platform. Business Locations specify the entity from which the Partner should be invoiced for their operations within the Platform.

In this article:

• Business Location Setup
• Organization Assignment Methods
• Automatic Country-Based Mapping
• Key Points

Business Location Setup

Partners have the ability to define different Business Locations and link Organizations to respective Business Locations via "Business Locations" on Settings page within the Platform.

1. Go to the Settings tab
   
2. Select Business Location
   
   
3. select top hyperlink "+ Location"
   
   
4. On next window fill all required fields and alternatively optional ones as per the description below
   
5. Select the Save button
   

Mandatory fields:

• Business Location name
• Country
• City
• State
• Postal Code
• Address Line 1

Optional fields:

• Address Line 2
• External Location ID - used to link Organization with external invoicing solution or ERP solution
• Mark 'Primary Business Location'

After filling out all the fields, you will see the following results as shown below:

Organization Assignment Methods

You can assign the Organization to the particular Business Location.

The assignment can be done in the following ways:

Method 1: Via Selecting Edit (Pen Icon)

1. Select the Edit, scroll down:

2. To add an Organization, choose '+ Add Organization'
   
   
3. Then select 'Add Organization' button
   

The newly added Organization will be displayed under the 'Organization' section, including details such as ERP, Tax ID, and Country.

If you want to remove any Organization, select the trash bin icon.

After removing an Organization, changes will take effect the following day.

Method 2: Via Selecting the "View Organization" Button

1. Select the "View Organization" button from the Business Locations list.
   
2. The list of Organizations will appear including details such as ERP ID, Tax ID, Country, Business Location.

3. By selecting '+ Add Business Location,' the following page will pop up. From the dropdown menu, choose the Business Locations to which you want to assign an Organization.

In order to remove the Business Location select the trash bin icon:

Automatic Country-Based Mapping

The "Map Organizations based on country code" setting automatically assigns Organizations to Business Locations based on their country code. If there's no match, or if the setting is not enabled, Organizations will be mapped by default to the primary location.

Business Location column is available in Full Reconciliation File in Invoice section and contains Business Location of Invoice Provider.

Key Points

• Business Locations can only be accessed and edited by Distributor or Seller admins.
• User can remove primary Business Location as the last Business Location which is removed. If user tries to remove primary Business Location while there exist other Business Locations, there is a prompt stating "Primary Business Location can only be removed as the last Business Location".
• If Business Location is removed, then Organizations which belonged to a Business Locations gets assigned to Primary Business Location.
• Deletion of Business Location or Organizations from within Business Location occurs on the next day and not immediately.

Summary

Business Locations provide Partners with the flexibility to manage multiple invoicing entities within the Platform. The feature supports both manual Organization assignment and automatic country-based mapping. While the system offers comprehensive management capabilities, changes to Invoice Contract currency require support intervention.

Related Content

• Platform Settings Overview
• How to edit and Organization Profile