Delivery Addresses
Keep all delivery addresses in one central place so you can select them for sales orders without re-entering details every time.Adding a Delivery Address
1
Open the Delivery Addresses section
In the left-hand menu, click Delivery Addresses. A list of saved addresses will appear.
2
Add a new address
Click +New. A new screen will open for address entry.
3
Fill in the address details
Enter all the necessary information such as street, city, and postcode.
4
Activate or inactivate the address
Click the Active button to toggle the status. Click Save to confirm.
5
Complete additional sections
After saving, fill in the External System References and Address sections if needed. Click Save again.
Assigning a Delivery Address to an Account
1
Select an account
Go to Accounts and select the account you want to assign a delivery address to.
2
Find the Delivery Addresses section
Scroll down to the Delivery Addresses section on the account details page.
3
Assign the address
Click the dropdown box, select the correct address, and click Assign Delivery Address.
Deactivated addresses will not appear in the dropdown when choosing a delivery address for sales orders. The External System References section is for linking addresses to external systems and can be left blank if not needed.