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Managing locations in Settle

Add warehouses, stores and other locations, and ship to a vendor's location.

Written by Settle Engineering

Locations are the places where your vendors ship orders and where materials move in work orders. Examples are warehouses, distribution centers, factories and stores.

Add a location

  1. In the menu, go to More > Locations.

  2. Click Add Location.

  3. Choose Add manually, or Connect Shopify to import your Shopify store's locations.

  4. Enter the Location name, Category, Location code and address. You can also add a contact person, contact phone, contact email and notes.

Location categories

  • Warehouse: stores your products and ships them to customers.

  • Distribution Center: receives stock and sends it on to other locations.

  • Manufacturer: makes or changes your products, for example a factory or a co-manufacturer.

  • Store: a retail store that sells to customers.

  • Corporate: your head office.

Ship to a vendor's location

If a vendor, such as a co-manufacturer, holds your stock, you can ship a purchase order to them.

  1. Open the purchase order.

  2. In the Shipments section, click the Destination field.

  3. Type the vendor's name and select it.

Settle saves the vendor as a location.

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