Adding and editing organization locations

NOTE  Location is a local term. Your organization may be using one of the other options, branch (branches) or site (sites), instead of the default location (locations). The Online Help uses the default term. Refer to Selecting a currency and local terms and symbols.

To add or edit a location, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click New Location, or select Edit Location from the context menu.
  3. Complete or edit the following fields:
Field Description



Enter or edit the name for the organization location.

The location name must be unique for the organization, but multiple locations can have the same address.

Primary Location (sync with organization) Select the check box to designate the location as the primary location. For details, refer to About the primary location.
Address Line 1, Address Line 2,
Zip Code,
Add appropriate address information for this location. The location address can be the same as other locations associated with the organization.
Additional Address Information

This field appears in some entities that store addresses. Country names that cannot be mapped to an Autotask country will appear in this field.

Enter any additional, non-standard address information that you need to display on customer-facing documents.

Description Add a brief description that will differentiate this location from others.
Is Active Active locations are available for selection on ticket, device, and contact records. New locations are active by default.
Phone Number (Required for Primary Location)

Autotask lets you track multiple phone numbers for each of the following entities:

  • Contacts (Phone, Extension, Alternate Phone, Mobile Phone, Fax)
  • Organizations (Phone, Alternate Phone 1, Alternate Phone 2, Fax)
  • Organization locations (Phone, Alternate Phone Number 1, Alternate Phone Number 2, Fax)
  • Resources (Office Phone, Ext, Home Phone, Mobile Phone)

The Phone field is required for organizations and primary locations only. If you are adding a contact during organization creation, the organization phone number is entered as the default.

Phone numbers are referenced in many other entities, usually in combination with a role the person is playing in this context or an action they are taking. For example, [Opportunity: Owner Mobile Phone] references the mobile phone of the resource who is the opportunity owner for this sales opportunity.

Alternate Phone Number 1 Refer to Phone Number (Required for Primary Location).
Alternate Phone Number 2 Refer to Phone Number (Required for Primary Location).
Fax Number Refer to Phone Number (Required for Primary Location).
Round Trip Distance

The distance, in miles or kilometers, between your internal location and the customer's organization or organization location. The default value is 0.

Saving the distance in the organization record lets you quickly add a ticket, project, or contract charge to bill for travel.

Refer to Tracking round trip distance and Mileage/Kilometrage defaults (applies to Ticket Charges, Project Charges, and Contract Charges).

Tax Settings

Use organization's tax settings

This option is the default setting. The organization location will inherit the tax settings from the organization.

Use custom tax settings

If this option is selected, the Tax Region field will be enabled, and you can select a different tax region for this organization location.

Tax Exempt

Tax-exempt items invoiced to this organization will not be taxed, regardless of the tax category applied to the billing item. You can override theTax Exempt setting for an organization location.

NOTE  For QuickBooks Users: The Tax-exempt status flag is transferred to QuickBooks with a new customer. If the Tax Exempt setting is overridden at the organization location level, this is disregarded in QuickBooks, because a location is not a separate customer.

Tax Region

Select the tax jurisdiction whose tax rules will apply to this organization or organization location. This field is inherited by entities that are part of the billing workflow but can be overridden on a quote or invoice. The tax region selected on the quote or invoice, together with the tax category applied to the billing items via the billing codes, determine the taxes on each billing item.

Refer to Configuring your tax table.

  1. Click Save.
  2. If the location you edited is associated with any contacts, you will have the option to update their addresses as well. Refer to Updating contact addresses and phone numbers.