Locations
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      1. PaymentSource Knowledge Base
      2. Locations

      How do I add a new location?

      Learn how to add new locations and add vendor relationships to those locations.

      💡 Avoid creating duplicate locations by reviewing your current setup under Locations > My Locations in the portal.

      💡 If more than one business is operating from the same address you will need to add each location separately with their own distributor relationships.

      ⚠️ Is the new location's Federal Tax ID different from the registered company on your Fintech Portal account? If yes, you may need to add a new company instead: Should I add a location or register a new company?

      To add a new location:

      1. Go to Locations > Add New Location and answer the first two prompts regarding tehe Federal Tax ID and payment method for the location.
      2. Enter the location’s name or address in the search bar.
      3. Choose from the populated list of locations. A marker will be placed on the map once a location is chosen.
        1. Required information includes the location's address, state, zip code, location name, type of business and Location ID (designate a 6-digit identifier of your choice; this cannot be reused).
        2. Optional information includes the location's city, a business website and liquor license information. Click the Continue when ready.
      4. Search for and add vendor relationships either by clicking on the tiles from the populated list or after searching. Click Add Vendors when done.
        Don’t see a distributor you need? You may need to add the relationship. For more information, see How do I add a new distributor to a location?
      5. Next, review the payment method chosen. Click Confirm and Submit to add the location.
        💡 If a single bank is registered, it will be automatically chosen to pay the distributors.

        💡 If there are multiple banks registered, you will be able edit which bank to use per distributor here.

        💡 You can change the payment method for a vendor at a later time: How do I manage my current vendors & distributors?

      The location will now appear under Locations > My Locations. The location-vendor relationship will go live once the vendor approves the request.