Overview
Billing Settings can be configured at three levels:
Each level allows you to define billing behavior for Sales, Manual Sales, Lost Devices, and other billing‑related processes.
Hierarchy
The same Billing Settings are available at all three levels.
However, they follow a strict priority hierarchy:
Location Product level (Highest Priority)
Location level
Company level (Lowest Priority)
This means:
If a setting is configured at the Location Product level, it overrides settings at both Location and Company levels.
If a setting is configured at the Location level, it overrides the setting at the Company level.
If no overrides exist at higher levels, the Company setting applies by default.
Example Use Case
Consider the following setup:
Company A
Locations under Company A:
Location B
Location C
Location D
Step 1 — Company-level configuration
At the Company level, the setting Bill To is configured as:
Bill To = Channel X
This value automatically applies to all three locations because they inherit Company-level settings:
Location B → Bill To = Channel X
Location C → Bill To = Channel X
Location D → Bill To = Channel X
Step 2 — Location-level override
Now, Location B updates its own Bill To setting:
Location B →
Bill To = Channel Y
Because Location-level settings override the Company-level setting, the effective values become:
Location B → Channel Y (Location-level override)
Location C → Channel X (inherits from Company)
Location D → Channel X (inherits from Company)
Step 3 — Location Product-level override
Suppose Location C has two Location Products:
C1 (Location Product 1)
C2 (Location Product 2)
Now, Location Product C1 updates its Bill To setting:
Location Product C1 →
Bill To = Channel Z
This has the highest priority in the hierarchy.
The resulting effective configuration:
Entity | Effective Bill To | Reason |
Location Product C1 | Channel Z | Location Product-level override |
Location C (other products) | Channel X | Inherits Company-level setting (no Location or LP override) |
Location B | Channel Y | Location-level override |
Location D | Channel X | Inherits Company-level setting |
Final Outcome Summary
Level | B | C (General) | C1 (Location Product) | D |
Effective Bill To | Channel Y | Channel X | Channel Z | Channel X |
Why | Location-level override | No override → Company applies | Location Product-level override | No override → Company applies |
By following this hierarchy, the system ensures fine‑grained control and flexibility while maintaining predictable override behavior.