Link locations to customers and vendors

Completed

Companies might choose to pursue a decentralized distribution strategy for several reasons, such as to ensure fast deliveries to their customers or to optimize purchase processes with certain vendors. Such a strategy suggests that instead of one central warehouse, vendors ship purchase orders to different locations, which then ship the sales orders to the customers. To replicate these procedures in Business Central, the company can link certain customers and vendors to specific locations.

To link a location to a vendor, follow these steps:

  1. Select the Search for Page icon in the upper-right corner of the page, enter vendors, and then select the related link.

  2. Open the vendor card for the vendor to which you want to link a location.

  3. Expand the Receiving FastTab.

  4. In the Location Code field, enter the location that you want to link to the vendor.

Screenshot of the Vendor card page with vendor details.

To link a location to a customer, follow these steps:

  1. Select the Search for Page icon in the upper-right corner of the page, enter customers, and then select the related link.

  2. Open the customer card for the customer to whom you want to link a location.

  3. Expand the Shipping FastTab.

  4. In the Location Code field, enter the location that you want to link to the customer.

If the customer has several ship-to addresses, you might want to link the location to a ship-to address:

  1. Select the Search for Page icon in the upper-right corner of the page, enter customers, and then select the related link.

  2. Open the customer card for the customer to whom you want to link a location to a ship-to address.

  3. Select Navigate > Ship-to Addresses.

  4. Open the Ship-to Address page.

  5. In the Location Code field, select the location that you want to link to the ship-to address.

Screenshot of the customer ship-to address page.

The location code on the customer card or the vendor card is used as the default location code every time the user makes a sales order for this customer or a purchase order for this vendor.