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Why it's a good idea to establish a "Short Name" for each location

Location names can be tricky: they're used to identify the locations and are used as the company name in the invoices, but sometimes these names can be just a bit too long when it comes to reports. 

In order to address this, there's a field in the location setup called "Short Name". The purpose of this field is pretty self explanatory: it allows you to setup a short name for the location. 

For example, if you have a location called Alcon Flowers Distributors, the title on a column gets too wide. This gets problematic when you have 5, 10 or 15+ more locations. However, when using short names, this problem goes away since the report titles will be smaller ("Alcon" vs "Alcon Flowers Distributors").

 

Location Setup: Short Name

 

This is a very small task that can be done in minutes, and will give you some real benefits when taking advantage of the full power of Komet Analytics. If you have any questions, please email us at support@kometsales.com. 

Thanks,

Written by Alejandro Pérez.