--- title: CUSTOMERS - Addresses Tab description: Manage Customer Address default settings for use as billing or shipping addresses on Sales Orders --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Customers - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. 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[Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # CUSTOMERS - Addresses Tab ## Manage Customer Address default settings for use as billing or shipping addresses on Sales Orders ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-11-15-29-5743-AM.png?width=160&height=537&name=image-png-Apr-20-2023-11-15-29-5743-AM.png) -  establish the **Default** Shipping address to be used on new Sales Orders - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-18-2023-09-15-19-9490-PM.png) append a new address  - click on ![](https://cs.geminilogic.com/hubfs/image-png-Apr-18-2023-09-15-19-9490-PM.png) - type a code to be displayed in the list - enter address and contact information as described below - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-18-2023-09-15-34-3675-PM.png) append a new address copied from a listed address select the address from the list - click on ![](https://cs.geminilogic.com/hubfs/image-png-Apr-18-2023-09-15-34-3675-PM.png) - type a code to be displayed in the list - make the desired changes to address and contact information as described below - **![](https://cs.geminilogic.com/hubfs/image-png-Apr-18-2023-09-15-52-2700-PM.png) 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: **    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-11-43-02-1160-AM.png?width=230&height=163&name=image-png-Apr-20-2023-11-43-02-1160-AM.png)![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-11-44-34-1601-AM.png?width=468&height=153&name=image-png-Apr-20-2023-11-44-34-1601-AM.png)** - - **Update Tax Codes ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-11-44-47-4060-AM.png?width=250&height=141&name=image-png-Apr-20-2023-11-44-47-4060-AM.png) ** - 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:![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-11-47-14-6800-AM.png?width=557&height=388&name=image-png-Apr-20-2023-11-47-14-6800-AM.png) - **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 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jul-31-2022-08-33-45-11-PM.png?width=65&height=28&name=image-png-Jul-31-2022-08-33-45-11-PM.png) **Map** to pinpoint the address on selected requester - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) 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](https://cs.geminilogic.com/en/manual/sales-taxes) setup                ![CustomerAddressesSalesTaxes-1](https://cs.geminilogic.com/hs-fs/hubfs/CustomerAddressesSalesTaxes-1.png?width=369&height=268&name=CustomerAddressesSalesTaxes-1.png) -   **Address Order Defaults**  sub-tab - option to establish defaults for Sales Orders - ![](https://cs.geminilogic.com/hubfs/image-png-Apr-20-2023-11-51-32-2630-AM.png) browse to select with ability to ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-46-33-62-PM.png)  **Add** on-the-fly from the browse list or in Edit menu: ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-46-40-48-PM.png) -  **Warehouse** - establishes the Warehouse for items on Sales Orders for this Customer (see [Inventory - Warehouses](https://cs.geminilogic.com/en/manual/inventory-multiple-warehouses)) - establish the default **Shipping Method (Ship Via)** - see [Shipping Methods](https://cs.geminilogic.com/en/manual/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 ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-51-13-80-PM.png)  **Browse** icon then on the ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-51-18-68-PM.png)  **Add** icon ! Note: if the Default Salesperson is left blank, the system can be set to use the User ID as the default Salesperson on a new sales order for this Customer - - **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](https://cs.geminilogic.com/en/manual/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 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-05-2023-09-14-48-4494-AM.png?width=24&height=24&name=image-png-Jun-05-2023-09-14-48-4494-AM.png) **Communications** in the module list) ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-34-50-4662-PM.png) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-54-06-82-PM.png) **Refresh** to load any Communications that may have been posted since last refresh and that may not be displaying on this list  - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-54-48-97-PM.png)![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-54-54-01-PM.png) **Communication List Filters / Search / Customization** - see **Customer List Customization** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-11-57-32-3992-AM.png?width=178&height=174&name=image-png-Apr-20-2023-11-57-32-3992-AM.png) - Addresses Communication **Context Menu** - right-click on any line(s) to display - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-55-43-35-PM.png) **Export** Communication(s) selected in Excel (.xlsx only) or CSV format - see [Export ](https://cs.geminilogic.com/en/manual/customers-context-menu) -   ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-08-56-01-72-PM.png) **New** Note / Attachment - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-35-43-9306-PM.png)Edit /![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-35-47-3298-PM.png) Delete the selected Communication(s) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-35-53-0978-PM.png) Print** (see [Reports](https://cs.geminilogic.com/en/manual/customers-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](https://cs.geminilogic.com/en/manual/user-defined-fields-add-edit-fields))![](https://cs.geminilogic.com/hubfs/image-png-Dec-18-2022-06-36-35-4258-PM.png) [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)