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Location Types

Owned by Kyle Niekamp
Last updated: 06 23, 2022 by Claire Aleman

Overview:

Use the Location Types window to categorize the various types of customer addresses you maintain in the Customers window. Examples include:

  • Corporate Office
  • Commercial Facility
  • Field Office
  • Warehouse
  • Residence

You can also identify certain types that represent locations or sites where your company performs contract work via the use of the 'Work Site' checkbox.

NOTE: If you are using PENTA's Customer Console, only locations that are assigned a location type checked as a 'Work Site' will appear in the location search.

Benefits:

  • Ability to categorize locations by Location Type
  • Track Location Types where work is performed vs a customer corporate office or remit to address

Roles:

  • Accounts Receivable Manager

Location:

  • Billing & Accounts Receivable > Customers > Other Customer Attributes > Location Types

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.