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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

Steps

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.

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  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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