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Delivery Addresses

Keep all delivery addresses in one central place so you can select them for sales orders without re-entering details every time.

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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.

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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.
To remove an address from an account, click the Unassign button next to that 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.