Purpose

Customer locations are a feature that should be used when you want to treat a customer with multiple sites as a single customer while maintaining separate addresses and settings for each site.

Along with the shipping address, all setting from this area are used when creating a customer document and choosing a secondary location instead of the primary location. This is accomplished in the customer search by selecting a "Location Type" of "Secondary".

All of the settings in this area are defaulted to the value that is set in the primary customer when applicable. These values can be left as-is or modified to suit the needs of that location. In order to make maintenance for you easier, when you change a value in the primary customer, the system will ask you if you want to update the locations as well. If the old value in the primary customer matches the existing value in the location, the location's value will be updated to the new value as well. If there is no match, the overridden value is left intact in the location.

What does this field do?

Tax Exempt Number

Used to record this customer's tax exemption number. If your site is using the built-in tax calculations provided by Acclamare, this field is merely for informational purposes and has no bearing on tax calculations. If you are, instead, using Avalara for tax calculations, this field is partly used in determining the taxability of this customer, which taxes apply, and to record taxes for auditing purposes. If no value is provided, it is assumed that this customer is taxable.

Entity Use Code

If your site is using the built-in tax calculations provided by Acclamare, this field is merely for informational purposes and has no bearing on tax calculations. If you are, instead, using Avalara for tax calculations, this field, combined with the Tax Exempt Number, is used in determining the taxability of this customer, which taxes apply, and to record taxes for auditing purposes. If no value is provided, it is assumed that this customer is taxable.