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To add a record for a location to a company's main office in the Company level Directory tool.
With the Company Directory, you can manage vendor records for subcontractors and suppliers with multiple office locations. For example, your organization might need to manage vendor records for a concrete contractor that operates in multiple U.S. States (e.g., 'MVO Concrete' who has its headquarters in California and two (2) satellite offices in Arizona and Nevada).
To learn how to select a vendor record as a main office, see Select a Company's Main Office and Group its Locations. After you've set up the initial group, you can use the steps below to add other vendor records to the group.
Things to Consider
- Required User Permission:
- 'Admin' level permission on the Company level Directory tool.
After you create a location group, you can add other locations at a later time as follows:
- Navigate to the Company level Directory tool.
This reveals the Company Directory page.
- Click the Companies tab.
This reveals a list of vendor records in the Company Directory.
- Ensure that the vendor record for location you want to add to the group exists in the Company Directory.
Note: If it does NOT exist, you must create it first. See Add a Company to the Company Directory and Add a Company to the Project Directory.
- Locate the desired company group in the list.
- Click the + Add Location(s) link.
- Place a checkmark next to the desired company (i.e., the company record that you want to add to the group).
This enables the Group Company Locations(s) button.
- Click the Group Company Location(s) button.
The system reveals a confirmation message where you can review your selections.
Note: If you want to remove a selection, hover your mouse cursor over the gray 'x' and then click it.
- Click Done.
The Companies tab updates to show the new location has been added to the group.