Difference between revisions of "Address Management"
m (added bold and just a tidy up) |
m (removed bullet points) |
||
| Line 3: | Line 3: | ||
=== Create New Address (and Edit an existing one) === | === Create New Address (and Edit an existing one) === | ||
| − | '''Address Nickname''' | + | '''Address Nickname'''<br /> |
| − | + | Here you can provide a nickname for the address, this will also be viewable on the website when the customer selects this address. | |
| + | |||
'''Default Contact for this Address'''<br /> | '''Default Contact for this Address'''<br /> | ||
| − | + | This field is required, and the address will not be shown to the customer on the website if this is not set. | |
| − | '''Company Name''' | + | |
| − | + | '''Company Name'''<br /> | |
| − | '''Various Address Details''' | + | Enter the company name here, please note - this will not affect any exports for the customer if the name is different, or the main company record. |
| − | + | ||
| − | '''Fax and Phone Numbers''' | + | '''Various Address Details'''<br /> |
| − | + | Address Line 1, Address Line 2, Town/City (or Address Line 3 for Ireland systems), County (or Address Line 4 for Ireland systems), Postal Code and Country as required. | |
| − | '''Default Delivery Address''' | + | |
| − | + | '''Fax and Phone Numbers''' <br /> | |
| − | '''Default Billing / Invoice Addresses | + | Only numbers can be entered here, any other information will be stripped from the field. |
| − | + | ||
| − | '''Address Active''' | + | '''Default Delivery Address'''<br /> |
| − | + | Make this "Green" if this is the default delivery address. There can only be one. | |
| + | |||
| + | '''Default Billing / Invoice Addresses<br /> | ||
| + | Make this "Green" if this is the default billing / invoice address. There can only be one. | ||
| + | |||
| + | '''Address Active'''<br /> | ||
| + | Make this "Green" to set the address as active. | ||
=== '''Delete Address''' === | === '''Delete Address''' === | ||
| − | + | This button will delete the address. | |
=== '''Return to Customer Details''' === | === '''Return to Customer Details''' === | ||
| − | + | This button will take you back to the customer details. | |
Revision as of 14:37, 20 September 2021
Contents
List Addresses
- The default view is the list of addresses and the relevant details.
Create New Address (and Edit an existing one)
Address Nickname
Here you can provide a nickname for the address, this will also be viewable on the website when the customer selects this address.
Default Contact for this Address
This field is required, and the address will not be shown to the customer on the website if this is not set.
Company Name
Enter the company name here, please note - this will not affect any exports for the customer if the name is different, or the main company record.
Various Address Details
Address Line 1, Address Line 2, Town/City (or Address Line 3 for Ireland systems), County (or Address Line 4 for Ireland systems), Postal Code and Country as required.
Fax and Phone Numbers
Only numbers can be entered here, any other information will be stripped from the field.
Default Delivery Address
Make this "Green" if this is the default delivery address. There can only be one.
Default Billing / Invoice Addresses
Make this "Green" if this is the default billing / invoice address. There can only be one.
Address Active
Make this "Green" to set the address as active.
Delete Address
This button will delete the address.
Return to Customer Details
This button will take you back to the customer details.
