Locations and classes are optional tags for reporting. They are not accounts and they are not product categories. There is no Settings page for either list — you create one when you pick it. A single-site workspace can skip both.
A location is a branch, office, or warehouse. It sits on the whole document or journal. A class is a department, project, or cost centre. It sits on a journal line. Auto-post copies the invoice or bill location onto the journal; it does not copy a class, because sales and purchase lines have no class field.
Where each tag goes
| Location | Class | |
|---|---|---|
| What it is | Branch or site | Department, project, or other dimension |
| Create it | Add Location on the location picker | Add Class on a journal line |
| On sales and purchases | Optional field on estimates, sales orders, invoices, recurring invoices, requisitions, purchase orders, and bills | Not on those documents |
| On journals | Header of the journal (including auto-posted invoice and bill journals) | Each journal line |
| Reports | Filter on financial statements, trial balance, sales and purchase reports, inventory, books of accounts | Stored on the line. There is no class filter on those report screens today |
| Plan limit | Yes — see Plan and billing. Beta allows 5; Free allows 1. Inactive locations still count | No separate class quota |
Open any document that has a Location field, or a journal, and choose Add Location. You need a unique code and a name (example: `MNL` / Main Office). Description is optional. Quick-add does not ask for address; the record can store address and contact later if you edit it through the same lists.
Location is optional. Leave it blank if you have one site. Use it when you need P&L, balance sheet, or inventory by branch. Pickers show active locations.
What location does in posting
| Action | Result |
|---|---|
| Set location on an invoice or bill, then auto-post | The journal header gets that location |
| Leave location blank | The journal has no location. Reports that filter by location omit that entry when a location is selected |
| Customer or supplier payment | No location field on those payments |
If you hit the plan’s location cap, you cannot add another until you upgrade or remove a location. That cap is seats-and-sites, not document volume. Details are in Plan and billing.
Open a journal (Books → Journal entries, or a manual journal). On each line, the class picker can Add Class. You need a unique code and a name (example: `MKT` / Marketing). Description is optional.
Class is optional per line. Different lines on the same journal can have different classes. Use it to split one journal across departments or projects. It does not change which GL account posts — that is still the account on the line.
What class cannot do today
| You might expect | What Seedflow does |
|---|---|
| Class on an invoice or bill line | Those lines have product, tax, and amount — not class. Tag the journal after it posts, or enter a manual journal with class |
| Auto-post filling class from the product | Auto-post does not set class on journal lines |
| A Classes settings page | None. Create from the line picker |
Easy to mix up with other “categories.”
Do not confuse these
| List | What it is |
|---|---|
| Location | Branch or site on a document or journal |
| Class | Department or project on a journal line |
| Account category | Current Assets, Operating Expenses — type for the chart of accounts. See Accounting settings and chart of accounts |
| Product category | Goods / Merchandise, Office & Supplies — grouping products. See Products |
Other guides in Accounting and catalog