CUSTOMERS - Addresses Tab

Manage Customer Address default settings for use as billing or shipping addresses on Sales Orders

•  establish the Default Shipping address to be used on new Sales Orders

• append a new address 
  • click on 
  • type a code to be displayed in the list
  • enter address and contact information as described below
• append a new address copied from a listed address select the address from the list
  • click on 
  • type a code to be displayed in the list
  • make the desired changes to address and contact information as described below
• Delete the selected Address(es)
• Additional Address Tools can be found in Customer Addresses where you can access all Bill To and Ship To Addresses with the following tools:

   

• • Update Tax Codes  
    • select Address(es)
    • click Update Tax Codes 👉
    • select new Tax Code
  • Move Ship To
    • select Shipping Address(es)
    • click Move Ship To
    • select the destination Customer from the popup browse list
• Address sub-tab - for the selected Address:
  • Validate Address if Avatax is active for US Sales Taxes
  • enter Address, Phone, Fax, Email and Website
    • for UK phone format, select the Country first
  • click Map to pinpoint the address on selected requester
  • Hold Address - to prevent this address from being used a Sales Order
  •  Contacts - enter Name, Phone, Fax, Email and Contact Type for unlimited  Contacts (manage Contact Types: Edit > Company Settings > Company > Contact Types tab) 
    • view all in Customer List > Contacts tab
  • option to Upload Address to Web, in relation to your webstore integration
• Address Sales Taxes sub-tab -  establish the default taxes on new sales orders for the customer address selected for up to 4 taxes (if a supplementary or Ship to Address has the same taxes as the Billing Address, no need to enter anything) - see also Sales Taxes setup

•   Address Order Defaults  sub-tab
  • option to establish defaults for Sales Orders - browse to select with ability to   Add on-the-fly from the browse list or in Edit menu:
    •  Warehouse - establishes the Warehouse for items on Sales Orders for this Customer (see Inventory - Warehouses)
    • establish the default Shipping Method (Ship Via) - see Shipping Methods

• • Territory / Salesperson - establish the Sales Order defaults for these two from pre-set lists or add one on-the-fly for the selected Address by clicking on the   Browse icon then on the   Add icon

• • Revenue - set the GL account to track revenue on this customer as an alternative to tracking revenue by the product they purchase (Sales Departments)
    • activate - Edit > Company Settings > Customers - Override Sales Account
• Address Pricing sub-tab
  •  select the Sell Price Level for the address selected (see Inventory Sell Prices )
• Address Communication tab (on Ship To Addresses) -  create internal notes, alerts and calendar entries, and attach files for this Customer’s Ship To record                                           (see also Communications in the module list)
  • Refresh to load any Communications that may have been posted since last refresh and that may not be displaying on this list 
  • Communication List Filters / Search / Customization - see Customer List Customization 
  • Addresses Communication Context Menu - right-click on any line(s) to display
  • Export Communication(s) selected in Excel (.xlsx only) or CSV format - see Export 
  •   New Note / Attachment
  • option to Edit / Delete the selected Communication(s)
  •   Print (see Reports) on the selected Communication(s)
• Address User Defined
  • tab allows addition of custom fields for use in filters, searches, forms and reports - (see User Defined Fields)