Some customers operate a single Accounting Company with one tax id and separately maintaining multiple Parts and Service locations.
These users need to manage all aspects of the Parts and Service Locations independently while sharing customers (including vendors) and vehicle records while posting to the same Primary Accounting Company.
What are Sublocations?
Sublocations enable dealers to manage multiple storefronts for stand-alone Parts and Service locations, all within a single VUE account.
For example, a dealer group may have a primary account tied to one OEM. They may also have another rooftop that does only service and parts - or even a stand-alone quicklube location across town. Managing these accounts would require separate DMS accounts to accommodate accounts payable and receivable for each rooftop.
Sublocations in VUE allow a dealer to have a single VUE account for the sales primary account, with sublocations accessible for the service and parts users at the other rooftops. The transactions from the other rooftops will feed over into centralized accounting within the main rooftop (sales account).
Sublocation Terminology
- Primary Company - A company utilizing all modules at the Company level, including Accounting, Parts, Service, Payroll, and Sales.
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- Primary Location - unique physical location for Parts and Service of the Primary Company.
- Primary Company Accounting - is owned by the Primary Company and shared with the Sub Location Company(s)
- Sub Location Company - a unique secondary physical location for Parts and Service only. A setup will be defined, connecting and posting to the Primary Company’s Accounting.
- Location Group - a group of companies that are all utilizing the same primary company.
- A location group can only contain one primary company
- A location group can contain more than one sub location company
- A Customer database can include many location groups
- Each company within the Customer’s database can only belong to one Location Group.
- Each company within the Location Group should be utilizing the same Tax ID
What Happens with Sublocations?
- All Primary Company and Sub-Location Company(s)
- Vehicles, Customers and Vendors are shared
- Transactions are posted and linked to the Primary Company’s Accounting.
- Receipts and Purchase Orders are accessible in the Primary Company’s Accounting
- Parts and Service hyperlinks accessible in the Primary Company Accounting will direct the user to the associated Primary Location or Sub-Location Company Parts and Service module.
How do Sublocations Benefit Centralized Accounting?
All transactions for Accounts Payable and Receivable from all locations feed into Primary account.
Within the Receipt Book, a Select Locations menu is available to view receipts by location (All Locations will be the default).
Within Accounts Payable, a Select Locations menu is available to view Payables by location (All Locations will be the default).
Please review this Help article on Printing Checks (Accounts Payable for Sublocations)