How do you create an administration and location in Easyflor?

Part 1: Administration

What is an administration?

An administration is a separate "book" in Easyflor for your company or for separate parts of your company (such as trucks that are a separate company). Each administration can send its own invoices.

Why do you need an administration?

• Every invoice must be sent from an administration
• You can set separate details per administration (such as logo and bank number)
• If you have multiple companies or trucks, you can keep them separate
• All important company details appear on the invoice

How do you create an administration?

Step 1: Create a new administration

1. Go to "Organization" in the menu
2. Click on "Administrations"
3. Click on "+New"

Step 2: Fill in the basic details

• Administration name: The name of your company or truck
• GLN code: Enter this if you have one
• Flora Holland code: Enter this if you have one
• Country, Currency, Main language: Fill in accordingly
• Logo: Upload if you want it on invoices
• Click "Save"

Step 3: Add extra details

After saving, select the administration and fill in: address, start invoice number, VAT number, IBAN number, contact details.

Part 2: Location

What is a location?

A location is a place where you keep stock. This can be your physical business, but also a truck or another storage place.

Why do you need a location?

• You need to know where your stock is located
• Each stock location has its own "name" in the system
• If you have multiple places, you can keep them separate
• The location information appears on labels

How do you create a location?

Step 1: Create a new location

1. Go to "Organization" in the menu
2. Click on "Locations"
3. Click on "+New"

Step 2: Fill in the details

• Code: A short name for the location (appears on labels)
• Location: The full name
• Line 1: The address
• City: The city (or "n/a" if not applicable)
• Country: The country
• Click "Save"

Part 3: Setting the maximum cancellation time

What is the maximum cancellation time?

The maximum cancellation time determines how much time there is between the moment of check-in and the printing of the label. This gives you the ability to cancel a check-in action before the label is printed.

Where do you set the cancellation time?

Option 1: Per location (applies to everything at that location)

1. Go to Organisation → Location
2. Select the location
3. Click "Edit"
4. Set the "Maximum cancellation time"
5. Click "Save"

Option 2: Per list (applies only to that specific list)

1. Go to Sales → Lists
2. Select the list
3. Click "Edit"
4. Set the "Maximum cancellation time"
5. Click "Save"

Tip: The cancellation time per list overrides the cancellation time per location for that specific list. This way you can set a longer or shorter cancellation time for certain products.

More information about lists: Creating order or purchase list

Done!

You have now created an administration and location. You can now send invoices and track stock in Easyflor!