Using Cost Codes for Multi-Location Accounts

Use Cost Codes across multiple locations to track shipping expenses at both the corporate and location level. For an overview of Cost Codes and how to create them, see Using Cost Codes.

Subscription Plan Requirement

This feature is only available on certain subscription plans.

If you cannot access it, visit our pricing page to compare plans. To upgrade your plan, see Change Your Account Service Plan.

How Cost Codes Work in Multi-Location Accounts

In multi-location accounts, Cost Codes can be managed centrally or at the individual location level.

  • Cost Codes can be shared across multiple locations or limited to a single location

  • Location-specific Cost Codes are only available within that location

This allows you to standardize tracking across your organization while maintaining flexibility for each location.

User Roles and Permissions

Cost Code management depends on your user role:

  • Corporate Admins can create and distribute Cost Codes across all locations

  • Location Admins can manage cost codes for their assigned location when granted permission by a Corporate Admin

Corporate Admins can either share the same Cost Codes across all locations or allow each location to manage its own.

Assign Cost Codes to Locations

Corporate Admins can distribute Cost Codes in two ways:

  • Share Cost Codes with specific locations

  • Provide Cost Codes to Location Admins to add to their location

To assign a cost code to a location:

  1. Go to Account menu > Manage Account.

    WEB_ACCTSTTGS_MNGEACTT_LRG.png
  2. Select Corporate-Wide Settings > All Locations.

    Manage_Account___Corporate-Wide_Settings___All_Locations.png
  3. Choose the cost code location(s), then select Edit (#) Location.

    Corporate-Wide_Settings___All_Locations___Choose_Location___Edit_1_Location.png
  4. Select Cost Codes, then select Add.

    All_Location_Settings_Cost_Codes_Add_BTN.png
  5. Enter your cost codes (separate multiple entries with commas), then select Save.

    Add Cost ­Codes popup. Arrow to field with 4 cost codes, separated by commas. Box on Save button
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