"Fulfillment Location" is a feature for companies that handle projects across multiple offices or locations. Different labor rates can be set for labor types by the fulfillment location or office where they are carried out. In the opportunity, specifying the fulfillment location automatically applies the labor rates set for that location.
While the Fulfillment Location feature is primarily designed for a multi-office scenario, it is also handy when working on projects that require a labor rate higher or lower than usual.
For example, lower labor rates for Non-Profit organizations and a fulfillment location named "NonProfit" for all projects executed for Non-Profit organizations.
Add fulfillment locations
A fulfillment location can be a city, state, or country that requires a different labor rate.
1/ Go to "Settings > Catalog > Labor Types & Fulfillment Locations" and click "New fulfillment location."
2/ In the modal, add the location and click "Create."
You'll later set a labor rate for every fulfillment location. So, add fulfillment locations such that a labor rate applies to the entire location or geographical area.
Set a location as the default
We have a location named "Default" as the default fulfillment location. After you have added the required locations, you can set the most used one as the default.
When you add a new labor type to Cloud, you always set the labor rate for this default location.
Set labor rates for fulfillment locations
To set location-wise labor rates for a labor type:
1/ Go to "Settings > Catalog > Labor Types & Fulfillment Locations" and click the labor type.
2/ In the modal, click "Enable Fulfillment Location" in the lower left corner, which expands the Pricing section in the modal. Here, you can specify the labor rates for all fulfillment locations.
3/ Click "Save" to save the rates.
In this example, we set labor rates for "Site Architect" labor in 2 US cities.
Fulfillment location is a top-level setting in an opportunity. As a best practice, you should enable fulfillment locations for all your labor types. Otherwise, you may be unable to add all the necessary labor in your quotes.
Fulfillment location in the opportunity
Specifying the fulfillment location when you create an opportunity is optional and used only in a multi-office scenario. Otherwise, you don't need to use the fulfillment location feature.
Once you have added all fulfillment locations and set labor rates for all labor types, you can specify the fulfillment location when creating the opportunity.
All labor, whether through category rule, as a line item, or packages, will automatically use the labor rate for the fulfillment location specified in the opportunity.
Check out this article for more details.