Adding and Editing Company Locations

Objective

After completing this lesson, you will be able to create and manage Company Locations for your organization in Company Administration for Concur Travel.

Company Locations

On the Locations for Company page, you have the following capabilities:

  • Add a new company location
  • Filter and search for company locations
  • Edit existing locations

Review the labeled graphic and corresponding table for more details on these functions.

Screenshot of Locations for Company page with three markers: Marker 1- Add New Company Location link, Marker 2- Filter button, Marker 3 - Edit button
MarkerDescription
1: Add New Company Location

Select Add New Company Location to manually create a new company location for your organization.

2: Filter

You can filter fields to search for a company location by the location name, city, state/province, or country/region. The information that you enter must match the company location details exactly.

3: Edit

Select Edit next to a location to update the locations details or to delete that location.

Create a Company Location Manually

Image of Aanya Singhh, an administrator, asking the quoted question,''How do I manually add a company location?''

Steps

  1. On the Locations for Company page, select Add New Company Location.

    Screenshot of Locations for Company page with a highlight box around the Add New Company Location link.

  2. Complete the required location detail fields.

    Note

    Required fields are marked with a red asterisk. Review the corresponding table for more details on these fields.
    Screenshot of Location Detail for Company: Northerly Accounting Inc. with numeric markers for specific fields. Marker 1: Location field, Marker 2: Address fields, Marker 3: Geocode button, Marker 4: Checkbox for Allow Delivery/Collection of rental cars at this location.
    MarkerDescription
    1: LocationEnter the name for the location.
    2: AddressEnter the address for the location.
    3: GeocodeSelect Geocode to add them for the location. This will populate automatically based on the address entered above.
    4: Allow Delivery/Collection of rental cars at this location

    Select this option to allow delivery or collection of rental cars at this location.

  3. Select Save.

    Screenshot of Location Detail for Company: Northerly Account Inc. with address details populated and the Save button highlighted.

Result

Screenshot of Locations for Company page with newly added company location highlighted.

The location is created.

Summary

  • Add, filter, search, and edit company locations on the Locations for Company page
  • Create new locations by selecting Add New Company Location and completing required fields, then Save
  • Required fields include Location, Address, City, Postal Code, and Country/Region; name must be unique, no special characters
  • Enter longitude and latitude, then select Geocode to add coordinates to the location
  • Enable rental car delivery and collection if configured in Travel System Admin

Learning

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