How to set the Default Item Location on Invoices

EPASS Support

03-Apr-2026

You may wish to set the default Item Location on invoices.
 

This can be done in 3 ways -

1. Default from Terminal Settings

By default, the item location on an invoice is derived from the terminal configuration.

• Set up Item Delivery Location and Item Pickup Location in Terminal Settings for the applicable branch.
• These values will be used as the default Invoice Item locations when creating invoices.

2. Retain Item Location

When Retain Item Location is enabled:

• The invoice item location defaults to the last location used on that terminal.
• If a user changes the Invoice item location on an invoice, EPASS retains that selection.
• The retained location will be used as the default for subsequent items on the same terminal.

Setup:
Tools > System Maintenance > Variables > Invoicing > Update tab
→ Enable Retain Item Location
→ Click OK
→ Restart EPASS

3. Default Item Location from Route

When Default Item Location from Route is enabled:

• The system assigns the invoice item location based on the selected route.
• This ensures consistency for route-based pickups and deliveries.

Setup:

Enable the Invoicing Variable:

Tools > System Maintenance > Variables > Invoicing > Update tab

→ Enable Default Item Location from Route

→ Click OK

→ Restart EPASS

Assign Location to Route:

Tools > System Maintenance > Tables > Route

→ Edit Route

→ Assign Location

→ Click OK