Set up location types

Add your own location types for customer addresses, choose which one is the default, reorder them, and archive the ones you no longer use.

In the sidebar, open Settings, then choose Location Types under Accounts. The page address is /settings/org/location-types. The page title reads Organization Location Types.

A location type says what an address on an account is for: the shop, the site where the furnace is, the place invoices go. Types sort into five categories: Billing, Service, Shipping, Mailing and Other. This page lets you add your own and pick the default for each category.

Steps

1. Open the Add location type section.
2. Type the name in Label. Nova fills in Key from it; you can change the key now, not later.
3. Pick a Category.
4. Turn on Make default if new locations in this category should use this type unless someone picks another. Each category has one default, so this clears the previous default in the same category.
5. Press Add type. The type appears under Active types in its category.

To change a type you added, open its card under Active types, edit Label, Category or Make default, then press Save. Cancel puts the fields back.

To reorder, drag the grip handle on a card within its category.

To retire a type you added, press Archive on its card and confirm in the Archive location type dialog. It moves to Archived types, where Restore brings it back. A type that came with Nova has no Archive button; press Create override first, then archive your copy.

What you see

• Each card's preview shows the category, the key, Default if it is the default, and System for a type that came with Nova.
• A system type cannot be edited directly. Press Create override to make a copy that belongs to your organization, then edit the copy.
• Archiving hides the type from pickers and removes its default mark. Locations that already use it keep it.

If something looks different

• Add location type is missing: your role cannot create location types.
• Save, Archive and Restore are missing: your role cannot update them.
• Make default is greyed out: the type is archived or is a system type.

Open Location Types