--- title: Location Settings description: The location settings section contains a variety of customizable settings and functions for the locations in the system. --- [Skip to content](https://support.tributetech.com/tributemanagementsoftware/location-settings#main-content) English Show submenu for translations [Register For The Customer Support Portal](https://support.tributetech.com/portal?hsLang=en) ![](https://support.tributetech.com/hs-fs/hubfs/Tribute%20Tech%20Logo.webp?width=277&height=80&name=Tribute%20Tech%20Logo.webp) Open main navigation Close main navigation - English Show submenu for translations - [Register For The Customer Support Portal](https://support.tributetech.com/portal) - [Contact us](https://share.hsforms.com/1u83VpYjkSA-bgOCUbGPbsQtkn7c) [Contact us](https://share.hsforms.com/1u83VpYjkSA-bgOCUbGPbsQtkn7c) How can we help you? - There are no suggestions because the search field is empty. 1. [Tribute Management Software](https://support.tributetech.com/tributemanagementsoftware?hsLang=en) 2. [Admin Settings](https://support.tributetech.com/tributemanagementsoftware/admin-settings?hsLang=en) # Location Settings ## The location settings section contains a variety of customizable settings and functions for the locations in the system. Under the locations tab in admin settings, various information and settings can be changed for locations in the system. Once on the locations page, you will see a list of locations that are in the system. To edit a location, simply click the edit link on the right side of the location in the list. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-03-22-56-2160-PM.png?width=661&height=170&name=image-png-Aug-11-2025-03-22-56-2160-PM.png) **Overview** On the overview tab of a location, various information related to the name, contact, address and other basic information can be edited here. Defaults can also be set for the contract template and statement of account template. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-03-31-19-3219-PM.png?width=670&height=306&name=image-png-Aug-11-2025-03-31-19-3219-PM.png) **Case Numbering** The case numbering tab allows for you to set a case ID numbering structure for the location. There is an explanation on the right side that explains how the case number works. Options are also available for resetting the case number count yearly or monthly. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-03-33-43-3189-PM.png?width=670&height=131&name=image-png-Aug-11-2025-03-33-43-3189-PM.png) In the how this works section, links are available to show examples of formatting configurations and advanced configuration values that you can use. **Case Number Formatting Examples** **Counting yearly:** Format: %{YEARSHORT}%{PAD5COUNT} This outputs the current year in two digits followed by the current count padded with five zeroes Examples: - - 1800003 (The third case for 2018) - 1800025 (The 25th case for 2018) - 1900001 (The first case for 2019) **Counting yearly (Smaller Count Size):** Format: %{YEARSHORT}%{PAD4COUNT} This outputs the current year in two digits followed by the current count padded with three zeroes Examples: - - 18003 (The third case for 2018) - 18025 (The 25th case for 2018) - 19001 (The first case for 2019) **Counting yearly by location:** Format: %{LOCATIONID}%{YEARSHORT}%{PAD4COUNT} This outputs the id of the location, the current year in two digits, and the current count padded with four zeroes Examples: - - FH180003 (The third case for 2018) - FH180025 (The 25th case for 2018) - FH190001 (The first case for 2019) **Counting monthly:** Format: %{YEAR}%{MONTH}%{PAD3COUNT} This outputs the current month in two digits followed by the current count padded with three zeroes Examples:  - - 201908003 (The third case for August 2018) - - 202001001 (The first case for January 2020) **Formatting Variables** Variables that can be used: **DAY** The current day with a leading zero (ex: 01, 02, 30) **MONTH** The current month with a leading zero (ex: 01, 02, 12) **YEAR** The current year as four digits (ex: 2018, 2019) **DAYSHORT** The current day without a leading zero (ex: 1, 2, 30) **MONTHSHORT** The current month without a leading zero (ex: 1, 2, 12) **YEARSHORT** The current year shortened to two digits (ex: 18, 19) **LOCATIONID** The Custom ID of the location handling the Case **PRENEED** Outputs "PN" if the case is marked with a status of Preneed **ATNEED** Outputs "AN" if the case isn't marked with a status of Preneed, Archived, or Lost **STATUS** Outputs "PN" if the case is marked with a status of Preneed, otherwise outputs "AN" **FIRSTNAME** The first name of the Decedent **CAPFIRSTNAME** The first name of the Decedent in all capital letters **CAPFIRSTINITIAL** The first letter of the first name of the Decedent capitalized **LASTNAME** The last name of the Decedent **CAPLASTNAME** The last name of the Decedent in all capital letters **CAPLASTINITIAL** The first letter of the last name of the Decedent capitalized **COUNT** The current count of Cases **PAD3COUNT** The current count of Cases padded with zeros up to three positions (ex: 001 002 .. 025) **PAD4COUNT** The current count of Cases padded with zeros up to four positions (ex: 0001 0002 .. 0025) **PAD5COUNT** The current count of Cases padded with zeros up to five positions (ex: 00001 00002 .. 00025) \*\*Case numbering can be set to be the same across all locations in the admin settings under the case numbering tab. In this tab an option is available to enable location based case numbering which will utilize the case numbering format set up on the locations individually. If you wish to have a system wide case numbering format, simply go to this area and make sure this option is not checked off. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-12-2025-04-07-57-7627-PM.png?width=296&height=137&name=image-png-Aug-12-2025-04-07-57-7627-PM.png) **Location's General Price List** The general price list tab allows you to set a price list for the location. It is important to note that once a price list is set for a location it cannot be changed. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-07-49-55-1838-PM.png?width=670&height=141&name=image-png-Aug-11-2025-07-49-55-1838-PM.png) **User Access** The user access tab allows you to manage which users have access to this location in the system. Users can be removed by clicking the remove access link on the right side. To enable access to this location for users, click the enable location button and select the users you want to enable. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-07-52-56-1306-PM.png?width=670&height=189&name=image-png-Aug-11-2025-07-52-56-1306-PM.png)     **Location's Vehicles**   The vehicles tab allows you to assign vehicles to a location. Any currently assigned vehicles will be listed out and to add a vehicle, simply choose a vehicle from the drop down menu and click add vehicle. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-07-55-48-3252-PM.png?width=670&height=160&name=image-png-Aug-11-2025-07-55-48-3252-PM.png)   **Location's Taxes**   The taxes for a location can be set under the taxes tab. Here you will see any tax rates listed out for the location. Too add taxes, simply click the update button and enter the tax rate amount to apply. Once saved the tax rate will display in the historical sales tax rates section below. ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-07-59-00-3368-PM.png?width=670&height=114&name=image-png-Aug-11-2025-07-59-00-3368-PM.png)   **Special taxes**   The special taxes section allows you to apply any special taxes that are in the system to this location. Simply choose the special tax from the dropdown options and click the add special tax button to add it to the location. Once the tax is added, you will see it appear in the list at the bottom of the tab.   ![](https://support.tributetech.com/hs-fs/hubfs/image-png-Aug-11-2025-08-00-51-5787-PM.png?width=670&height=153&name=image-png-Aug-11-2025-08-00-51-5787-PM.png)   - [Dashboard](https://support.tributetech.com/tributemanagementsoftware/dashboard?hsLang=en) - [Cases](https://support.tributetech.com/tributemanagementsoftware/cases?hsLang=en) - [Reporting and Insights](https://support.tributetech.com/tributemanagementsoftware/reporting-and-insights?hsLang=en) - [People and Places](https://support.tributetech.com/tributemanagementsoftware/people-and-places?hsLang=en) - [Features and Tools](https://support.tributetech.com/tributemanagementsoftware/features-and-tools?hsLang=en) - [Accounting](https://support.tributetech.com/tributemanagementsoftware/accounting?hsLang=en) - [Admin Settings](https://support.tributetech.com/tributemanagementsoftware/admin-settings?hsLang=en) - [Tribute Pay](https://support.tributetech.com/tributemanagementsoftware/tribute-pay?hsLang=en) - [Training Videos](https://support.tributetech.com/tributemanagementsoftware/training-videos?hsLang=en) - [FAQ](https://support.tributetech.com/tributemanagementsoftware/faq?hsLang=en) [![](https://support.tributetech.com/hs-fs/hubfs/Tribute%20Tech%20Logo.webp?width=277&height=80&name=Tribute%20Tech%20Logo.webp)](https://www.tributetech.com/) Copyright © 2026, Tribute Technology