Locations

Locations are your offices and sites. They're used in other parts of the app — for example holidays are set per location, and company policy documents are attached to a location. Open the screen from the left menu under Settings → Master Data → Locations.

1. Master Data — Open the Master Data group in the menu.
2. Locations — Then choose Locations.

What you'll see

The list shows these columns:

• Id
• Name
• Code
• Notes
• Status — Active or Inactive
• Actions — edit and delete

Adding a location

1. Click Add New.
2. In the Add Location panel, enter a Name.
3. Enter a Code (up to 10 characters; it should be unique).
4. Optionally add Notes and an Address.
5. Use the Status switch to set whether the location is active.
6. Click Save.

Editing or removing a location

• Click the pencil icon on a row to open the Edit Location panel, make your changes, and click Update.
• Click the delete icon and confirm in the dialog ("This will permanently delete the location") to remove it.

Tips

• Use the search box above the list to find a location by name or code.
• Keep codes short and consistent — they show up alongside the location name in other screens, such as the Location picker on the Holidays screen.