¶ Purpose
The Company Location Master is used to define and maintain all company branches or operational locations within the ERP system. These locations act as foundational entities for transactions such as purchase, sales, inventory management, production, HRM, finance, and statutory reporting, ensuring location‑wise control, reporting, and compliance.
¶ Prerequisites
- Access rights must be assigned to the user responsible for adding, editing and deleting the Company Locations.
- The Country Master must be defined.
- The State Master must be defined.
- The Area Master must be defined.
¶ Add Location Details
The Company Locations screen allows the user to add all branch or location details of the company.
Navigation: Main – Menu → Masters → Master -General → Company Locations
- The user can search for particular details based on the Company Code and Name.
- The Company Locations screen is divided into two sections as listed below.
- Details
- Tax
- The Details section allows the user to enter company details such as the Code, Name, Description, Address, Pin Code, Country, State, Area, Email Phone No.1, Phone No.2 and Fax Number.
- The user must enter company details such as the Code, Name, Description (Full Name of the Company), Address, Pin code, Country, State and Area.
- The user must select the appropriate Effective From (Date) from the drop-down calendar.
- The user must select the Is Manufacturing Unit checkbox if the unit or plant is a Manufacturing Plant.
- The user must select the Is Service Unit checkbox if the unit or plant is a Service Plant.
- The user must select the In Active checkbox if the unit or plant is inactive or discontinued or closed.
- If the user selects the In Active checkbox, the user must select the In Effective From (Date) from the dropdown calendar.
- The Tax section allows the user to enter tax details of the company, such as the CST No., SST No., Excise Address, Service Tax No., GST No., Service Tax Address, Excise Registration No. and PAN Number.
- The user must enter the GST Number and PAN Number details.
Note: The Effective From date must be earlier than the Transaction date of the transactions.
- Click Save, the following message will appear.
- Click OK, and the Company Code and Name will appear on the left panel of the screen.
- The user can edit the added details if required.
- Once the user edits the company details, the same will appear in the grid as shown below.
¶ Delete Location Details
The Delete option allows the user to delete the added or existing company details.
- The user must select the appropriate Company Locations from the left panel of the screen.
- Once the user selects the Company Location, the company details will appear automatically.
- Click Delete, the following message will appear.
- Click Yes, to delete, and the Company Locations will disappear from the left panel of the screen.
¶ Functional Use Cases
| Sl. No. | Use Case | Business Scenario | Functional Outcome in ERP |
|---|---|---|---|
| 1 | Create Company Location | Organization opens a new branch or plant. | The new company location is created and available for transactions. |
| 2 | Maintain Location Details | Location address, contact, or statutory details change. | Updated location information reflects across ERP. |
| 3 | Assign Location to Company | Multiple companies exist in the ERP. | Location is correctly mapped to the selected company. |
| 4 | Configure Tax Details | Location requires GST or local tax compliance. | Tax calculations and compliance are handled location‑wise. |
| 5 | Define Location Address | Accurate physical address is required for logistics. | Address is used in invoices, delivery notes, and reports. |
| 6 | Assign State & Country | Location operates in a specific geography. | Enables correct tax rules, reporting, and compliance. |
| 7 | Activate / Deactivate Location | Location becomes operational or non‑operational. | Controls transaction availability for the location. |
| 8 | Location‑wise Transaction Control | Certain transactions are allowed per location. | ERP enforces transaction permissions by location. |
| 9 | Reporting by Location | Management needs branch‑wise performance. | Enables location‑based operational and financial reports. |
| 10 | Integration with Other Masters | Location is used across ERP modules. | Seamless integration with Inventory, HR, Finance, MES. |
| 11 | Audit & Compliance Tracking | Regulatory audits require branch data. | Accurate audit trails and statutory reporting. |
¶ Use Case Scenario
- Click here for a detailed use case scenario.
¶ Transaction Checklist
| Sl. No. | Checklist Item | Description |
|---|---|---|
| 1 | Location Code | Ensure a unique location/branch code as per standard. |
| 2 | Location Name | Verify official name of the branch/location. |
| 3 | Company Mapping | Confirm location is mapped to the correct company. |
| 4 | Address Details | Validate complete address (Street, City, PIN).. |
| 5 | Country & State | Select correct country and state. |
| 6 | GST / Tax Registration | Verify GST applicability for the location. |
| 7 | GSTIN | Enter valid GSTIN for the location (if applicable). |
| 8 | Zone / Region | Assign correct zone or region for reporting. |
| 9 | Currency | Confirm default currency for the location. |
| 10 | Transaction Control | Confirm allowed transactions for the location. |
| 11 | Active Status | Mark location as Active for operational use. |
| 12 | Duplicate Check | Ensure the location does not already exist. |
| 13 | Authorization | Confirm user has rights to create/modify. |