Setting up a location

As the first step towards using Q2 Origination for origination, you must configure your organization details. This includes setting up the locations and the different companies, and defining the head and branch offices.

To set up a location, you must specify the name and address details, along with the phone number. 

Prerequisites

None.

Steps

1. Login to your Salesforce account.

2. In Origination Configuration, go to Company and Application Setup > Company Setup.

3. Select New Location.

   You can also create a new location by navigating to Company and Application Setup, Company Setup, Add/View Company, and selecting New Location.

4. Specify the Location Name. This is a mandatory field.

5. Specify the address details, including the city, state, zip code and phone number. These are mandatory fields.

6. Specify the Country, Zip Extension, and Fax Number .

7. Select Save to create the new location.

Once you create a location, you can set up a company with this location address by selecting the New Company button in the Companies section at the bottom of the page. Else, you can create a company via the Origination Configuration tab.