How to automatically assign a company based on the city of a duty

You can simplify company selection by automatically assigning bookings based on the city selected while creating a booking.

How to set up

If you have multiple sister companies in different states, you can select the state of operations for each company. Based on this setting, when a city is selected while creating a booking, the company will be assigned automatically.

Go to Masters - My Companies - Click on EDIT to change company info - Select the state under State Of Operations - Save Changes

Then go to Me - Business Settings - Under Booking/Duties settings - Tick the check box next to Auto select company based on selected from city while adding the booking - Save changes

Once the above settings are completed, when creating a new booking, based on the city selected under From (Service location) the company which the booking should be created under will be automatically assigned.

Go to Duties - Add Booking - Enter the details and select city in From (Service Location) - The right company will be automatically assigned.