The Locations matrix provides the ability to have a Location automatically assigned to a document based on the "Ship To" address that is on the document/invoice.
The Locations Matrix is available on the Dashboard under the Configuration tab.
Then select "Matrix - Locations" from the left vertical menu:
In the example above, if the "Ship To" address on the document/invoice is "123 Main St." then the Location field will be automatically set to "Domestic". This enables multiple "Ship To" addresses to be assigned to the same Location.
- To add a new row to the matrix
- Click "Add Row"
- Click "Edit" to edit the row that was just added
- Fill in the fields
- Click "OK"
- Click "Submit" to save the changes
- To delete a row from the matrix
- Click the checkbox next to the row(s) that should be deleted
- Click "Delete Row"
- Click "Submit" to save the changes
- To edit a row in the matrix
- Click "Edit" on the row that needs to be edited
- Modify the fields that need to be changed
- Click "OK"
- Click "Submit" to save the changes
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