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Avalara Help Center

Create and Edit Retail Company Locations

This article applies to:Avalara CertCapture

Only users with Administrator accounts can work with company locations. 

Before you begin

Go to Settings > Company Settings > Company Details. Click the Company Settings tab and make sure the company you are working with has Locations set to Yes


If you are an admin, follow the steps below: 

  1. Go to Settings > Company Settings > Locations.
  2. On the Locations page, click Add Location.
  3. In the Add Location dialog box, type the location information, and then click Add Location to save. 
    • For Code, type any combination of letters, spaces, and numbers to give this location a unique identifier. This is useful when you have more than one location.


  4. Add additional location settings:
    • For creating certificates, check Restrict Location's jurisdiction to the selected state to limit the certificate creation to this location's state.
    • For viewing certificates, check Restrict Location's visibility to documents created for location only to view documents created in a specific location only.
    • For searching certificates, check Enable search, display, and capture of Customer # in Retail to search for customers by their customer number. 

      Add information for each location that will use CertCapture for Retail.

Next step

Once you add a location, add retail users to that location.


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