What is a Place?
Places in ERP Go serve as your business address book, allowing you to store and manage site addresses for your company, customers, and suppliers.
If you frequently deliver to the same locations, adding them as Places helps streamline order creation and improves efficiency.
You can assign a Place to an account as either the primary address or a frequently used delivery location. Additionally, a single Place can be linked to multiple accounts, ideal for scenarios like shared project sites where several customers require deliveries to the same location.
Automatic Creation: When a new account is created, ERP Go automatically generates a Place using the account’s address.
Creating a Place
Navigate to the menu on the left and choose Customers > Places.
The places list is then shown.
Select the blue add place button at the top-right.
You will come to the following screen:
You then need to populate the following details:
Name – A required field. This is the place’s name or a name that you can reference the location by
Active – If the place is no longer in use, you change its active status to No
Description – Add any notes about the place here
Type - The category for the location and is used for your reference when searching for places
(Top tip: You can edit the Place Type in the List of Values section in System Setup to add more entries to this drop-down box).
These "Type" tags can then be seen when searching so you know straight away the context behind the address:
Address – Add in the address and contact Information
Note: If you’re struggling to find all the address details, there is an auto search that will search global addresses to save you time.
Once you have finished entering the details, simply select Add Place.
Assigning a Place to an Account
If you have multiple addresses for an Account, you can add new places to an Account.
There are two ways to do this:
In the place, you can add an account by searching for an Account in the search bar and simply select the desired account and it will add it to your place. You can also reverse this by clicking the Unlink icon in the Action column.
In the account, you can add a place by navigating to the search bar and searching for the desired place, simply select the place and it will assign it to your account. You can also reverse this by clicking the Unlink icon in the Action column.
Note: If you’re trying to select a Billing Address on an Order from the Places you’ve created, then you must make sure that it is assigned to the account using either of the ways above.
Import Places
You can also import your Places in System Settings > Utilities > Import Data. For more information, please see our guide on importing.
Edit & Delete Places
To edit Places, head to System Setup > Places and select the place > click Edit Place.
You can also delete the place too. You can only delete them when they haven't been associated to an order or invoice.
To delete the place, select either the bin icon or Delete Place, it will then provide a pop up to ensure you are happy to delete this Place, simply click Yes if you are!
Do you need Help? Start a conversation using the Blue help bubble at the bottom-right.