Difference between revisions of "Address Management"
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=== Create New Address (and Edit an existing one) === | === Create New Address (and Edit an existing one) === | ||
| − | '''Address Nickname''' | + | '''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. | *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. | + | *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''' |
| − | 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. | + | *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''' | + | '''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. | + | *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''' | + | '''Fax and Phone Numbers''' |
| − | Only numbers can be entered here, any other information will be stripped from the field. | + | *Only numbers can be entered here, any other information will be stripped from the field. |
| − | '''Default Delivery Address''' | + | '''Default Delivery Address''' |
| − | Make this "Green" if this is the default delivery address. There can only be one. | + | *Make this "Green" if this is the default delivery address. There can only be one. |
| − | '''Default Billing / Invoice | + | '''Default Billing / Invoice Addresses |
| − | Make this "Green" if this is the default billing / invoice address. There can only be one. | + | *Make this "Green" if this is the default billing / invoice address. There can only be one. |
| − | '''Address Active''' | + | '''Address Active''' |
| − | Make this "Green" to set the address as active. | + | *Make this "Green" to set the address as active. |
=== '''Delete Address''' === | === '''Delete Address''' === | ||
| − | This button will delete the 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. | + | *This button will take you back to the customer details. |
Revision as of 13:22, 15 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.
