Locations

A location in Rundoo is one of your physical stores — with its own address, phone, sales-tax rate, cash drawer, and inventory. Every transaction happens at a location, so Rundoo always knows which register it was rung on, which inventory moved, and which tax rate applied.

In the Admin mode, open Locations in the left sidebar — that's where all of your stores live, plus the tax rules that govern them.

The Locations page

The Locations page holds three stacked sections, top to bottom:

• Locations — the table of your stores. Each row shows ID, Name, Address, Phone, Tax Rate, and whether the location is Active. The Status: Active filter above the table hides deactivated stores by default; flip it to All or Inactive to see the rest.

• Delivery tax settings — a single toggle, Enable prompt to use address tax rate during sale. When on, if a customer's delivery address has a different tax rate than the location, the cashier gets prompted to use the destination's rate.

• Custom tax rates — extra tax rates you can apply manually to a sale or a customer. Covered in Tax.

The Add location button sits at the top-right of the Locations table.

Adding a location

Click Add location to open the form. The required field is Name — that's the in-product label for the store that shows up in filters, headers, and the location switcher at sign-in. Everything else is optional at save time but strongly recommended: missing address means no auto-calculated tax, missing phone means receipts won't carry one.

Field	What it's for
Name	The store's name inside Rundoo. Required.
Display name	What prints on receipts, invoices, and statements, if you want that to differ from the internal name (e.g. internal Menlo Park, customer-facing Rundoo Paints).
Location ID	A short code (often 1–3 letters) that prefixes every invoice, receipt, transfer, and PO generated at this location — e.g. B-00214 tells you at a glance it came from the Menlo Park store.
Address	Street address. Typing here opens a Google-style autocomplete dropdown; pick the match to fill City, State, ZIP, and Country in one shot.
Apt, suite, etc.	Unit / suite number, if any.
Phone	The store's public phone. Shows on receipts and in the locations list.
Inbound email	The email address customers can reach this store at. CC on all email communications below it carbon-copies every email Rundoo sends on this store's behalf (sale receipts, statement reminders) to this address.
Cash float	The starting cash in this location's register at the top of each day. Drives the close-out reconciliation math in Cash drawer.
Sales tax	Auto-generated from the address after you save. You don't type a rate here — Rundoo fetches the correct one from the address.
GL accounts	Rundoo auto-picks the highest-numbered GL account of each type for this location. Adjust the mapping in Chart of Accounts if you need something specific.

Save commits the location. You're dropped back on the Locations list with the new row at the bottom.

Editing a location

Click any row on the Locations list to open that store's detail page. You land on the General top tab, which mirrors the Add-location form — every field above is editable here. The Integrations top tab holds per-location third-party settings (like a QuickBooks mapping or a Benjamin Moore store code) for Rundoo tenants that have them configured.

Three actions live at the top-right of the page:

• Attach file — for keeping lease docs, permits, or local-tax registrations on the location record.

• Deactivate — hides the store from POS mode's location switcher and from most filters. Deactivation doesn't delete history — past sales, inventory movements, and statements are preserved and stay searchable. Use this when you close a store or retire a pop-up location.

• « LOCATIONS (top-left) — returns you to the list.

Changes save inline when you move focus off a field — no separate Save button on this page.

The location indicator in the header

Top-right of every authenticated page, Rundoo shows who you are and where you're signed in — two stacked lines: your staff name over RUNDOO | {Location}. This is a display — it tells you which register, which inventory, and which tax rate this session is acting on. Clicking it doesn't open a switcher.

To switch locations, sign out and sign back in, picking the new location at the sign-in screen. See Navigation for the full header anatomy and Sign-in for the location picker at sign-in.

Tax rates per location

Each location's sales-tax rate is auto-resolved from its street address — you don't pick it, Rundoo pulls the correct rate for that ZIP/jurisdiction. Most US locations have a single rate (e.g. 9.375% for Menlo Park) and the Tax Rate column shows just the percentage. Locations in jurisdictions that stack multiple rates — Canadian provinces with federal + provincial sales tax, for example — show every rate in the column as a comma-separated list (GST (5%), PST (7%)), and the location's detail page lists each named rate as its own pill under Sales tax.

Two things override or augment it:

• Delivery tax settings (the toggle on the Locations page). When on, a sale flagged as a delivery prompts the cashier with the destination address's tax rate instead of the store's — useful when you're a California store delivering into a different county.

• Custom tax rates (section below the toggle). These are named, manually-applied rates you can attach to a specific sale or tie to a customer (Tax exempt, Resale, state-specific blends). They live per-company, not per-location.

For the full tax model — custom rates, exemptions, delivery prompts, and when each kicks in — see Tax.

Recommended Rundocs

• Navigation — the header, sidebar, and how to read the location indicator in-app.

• Tax — custom tax rates, exemptions, and per-delivery overrides.

• Staff — giving each person the right access at each location.

• Company details — the company sits above your locations; its Default location setting determines which store new staff land on.