Locations

Manage shipping, receiving, and facility locations for your organization. Locations provide standardized ship-to addresses for purchase orders, ensuring consistency and integration with external systems.

Overview

Silkline supports two approaches for managing ship-to addresses on orders:

  1. Free-form addresses — Users manually enter ship-to addresses as text for each order

  2. Structured locations — Users select from predefined locations, ensuring consistency

The structured locations approach is especially valuable for organizations with:

  • Multiple facilities or warehouses

  • Standard receiving locations

  • Integration requirements (e.g., NetSuite, First Resonance ION)

  • Need for reporting by location

Enable Structured Locations

circle-exclamation

To enable structured locations:

  1. Navigate to Organization SettingsLocations

  2. Toggle Use structured locations for ship-to addresses

  3. Once enabled:

    • Orders will use a location dropdown instead of free-form address fields

    • Locations can be synced from your integrations (NetSuite, ION)

    • A default ship-to location can be configured

How It Works

Setting
Behavior

Disabled

Orders use free-form Ship To Address text field. Users manually enter addresses for each order.

Enabled

Orders use Ship To Location dropdown. Users select from predefined locations managed in settings.

Creating Locations

Locations are created through integrations with external systems. Silkline currently supports location syncing from:

NetSuite

When NetSuite integration is configured:

  • Locations are automatically synced from NetSuite location records

  • Location names and addresses are imported

  • Orders synced from NetSuite include their NetSuite location reference

First Resonance (ION)

When ION integration is configured:

  • Locations are automatically synced from ION

  • Both ship-to and bill-to addresses can be imported

  • Custom ION location attributes can be mapped

circle-info

Manual Location Creation: Manual location creation is not currently supported. Locations must be created in your integrated system (NetSuite or ION) and will automatically sync to Silkline.

Location Properties

Each location contains:

Property
Description

Name

Unique identifier for the location

Address

Full shipping address (street, city, state, zip)

Status

Active or Archived

Created

Date the location was first synced to Silkline

Default Ship-To Location

When structured locations are enabled, you can set a default ship-to location that will be automatically pre-selected when creating new orders.

To set a default ship-to location:

  1. Navigate to Organization SettingsLocations

  2. In the Default Ship-To Location section, select a location from the dropdown

  3. This location will now be pre-filled on new order forms

circle-check

Viewing Locations

The View Locations section displays all locations synced to your organization:

  • Location cards show the name, address, and status

  • Archived locations are marked with an "Archived" badge

  • Locations are sorted alphabetically by name

Location Status

  • Active — Available for selection on new orders

  • Archived — Hidden from order dropdowns but preserved for historical orders

Using Locations on Orders

When structured locations are enabled, the order form includes a Ship To Location field:

Creating Orders

  1. Start creating a new purchase order

  2. In the Ship To Location dropdown, select the appropriate location

  3. The selected location's address is automatically applied to the order

Editing Orders

The ship-to location can be changed on existing orders:

  1. Open the order for editing

  2. Change the Ship To Location dropdown

  3. The order's ship-to address updates to match the new location

circle-info

Changing a location's address in your external system (NetSuite/ION) does not automatically update historical orders. Only new orders will use the updated address.

Integration Behavior

NetSuite

  • Sync Direction: NetSuite → Silkline (ingest only)

  • Updates: Changes to NetSuite locations sync to Silkline automatically

  • Orders: Orders created in Silkline can reference NetSuite locations

  • Writeback: When orders are written back to NetSuite, the location reference is preserved

First Resonance (ION)

  • Sync Direction: Bidirectional (ION ↔ Silkline)

  • Updates: Changes in either system sync automatically

  • Orders: Orders reference ION locations for procurement workflows

  • Custom Attributes: ION location attributes can be mapped to custom fields

Switching Between Modes

You can switch between free-form addresses and structured locations at any time:

Disabling Structured Locations

If you disable structured locations after using them:

  • Existing orders retain their location references

  • New orders will use free-form ship-to address fields

  • Location data remains available if you re-enable the feature

Enabling Structured Locations

If you enable structured locations:

  • Existing orders with free-form addresses remain unchanged

  • New orders will use the location dropdown

  • Locations must be synced from your integration before they can be used

circle-exclamation

Archiving Locations

Locations cannot be deleted to preserve data integrity for historical orders. Instead, locations can be archived:

  • Archiving is managed in your external system (NetSuite/ION)

  • Archived locations are hidden from order dropdowns

  • Historical orders still display the archived location

  • Archived locations can be unarchived by updating the external system

Common Use Cases

Multiple Facilities

Organizations with multiple receiving facilities can create locations for each:

Department-Specific Locations

Create locations for different departments within the same facility:

Project-Based Locations

Temporary project sites can be tracked as locations:

Once the project is complete, the location can be archived while preserving order history.

Reporting by Location

When structured locations are enabled, you can:

  • Filter orders by ship-to location

  • Generate spending reports by facility

  • Track delivery performance by location

  • Analyze procurement patterns across sites

Troubleshooting

Locations Not Syncing

If locations from your integration aren't appearing:

  1. Verify the integration is active and connected

  2. Check that locations are properly configured in the external system

  3. Ensure the integration has permission to sync location data

  4. Contact Silkline support if locations still don't sync

Wrong Address on Orders

If an order has an incorrect ship-to address:

  1. For future orders: Update the location in your external system (NetSuite/ION)

  2. For existing orders: Edit the order and select the correct location

  3. The address will update to match the selected location

Can't Find Expected Location

If a location you expect doesn't appear in the dropdown:

  • Verify it exists in your external system

  • Check if it's archived in the external system

  • Ensure the integration has synced recently

  • Refresh the page to load latest locations

Last updated