Prospects, Customers and Suppliers are Trading Partners. Trading partners can store addresses.
There are four categories of Addresses within Salesorder. They are:
- Standard Contact Address,
- Billing Address,
- Shipping Address,
- Payment Address.
Standard Contact Addresses
These are not billing, shipping, or payment addresses.
Whilst you can store multiple address types on a customer, if you only have one Main Contact with a single Address, then this address will automatically become the default Billing and Shipping Address. For example an e-commerce b2c order imported from your shopping cart.
To view Main Contact for Customer, go to:
SALES > Customers > Select Customer > Main Contact tab.
All the Contacts assigned to a Customer can be viewed under the Contact Master or Contacts tab in Customer Master.
To view all contacts under Contact Master, go to:
ORGANIZER > Contacts > List All Contacts
To view all contacts linked to a Customer, go to:
SALES > Customers > Select Customer > Contacts tab
Billing, Shipping and Payment Addresses
Billing, Shipping and Payment Address are mainly used in transactional documents likes Sales Order, Purchase Orders, etc.
Addresses and Trading Partners
You can add addresses to trading partners i.e. Prospects, Customers and Suppliers. Salesorder allows you to create multiple billing, shipping and payment addresses on trading partners.
Prospects
Add Address |
You can add Billing Address and Shipping Address for Prospects. Add Billing Address To add a new Billing Address for Prospects, go to: SALES > Prospects > Select Prospect > Actions > New Billing Address OR SALES > Prospects > Select Prospect > Find > Billing Addresses > New Billing Address Check the Use as default checkbox to define the new Billing Address as the default. The default Billing address is auto populated, when creating transactions like Sales Quotes/Sales Opportunity on a Prospect. Add Shipping Address To add a new Shipping Address for Prospects, go to: SALES > Prospects > Select Prospect > Action > New Shipping Address SALES > Prospects > Select Prospect > Find > Shipping Addresses > New Shipping Address Check the Use as default checkbox to define the new Shipping Address as the default. The default Shipping address is auto populated, when transactions like Sales Quotes | Sales Opportunity are created on a Prospect. |
Find Address |
Salesorder allows you to add multiple billing and shipping addresses on Prospects. To view Billing Addresses on Prospects, go to: SALES > Prospects > Select Prospect > Find > Billing Addresses To view Shipping Addresses on Prospects, go to: SALES > Prospects > Select Prospect > Find > Shipping Addresses |
Select Address on a Document |
Salesorder allows you to perform the following transactions on Prospects:
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Customers
Add Address |
You can add Billing Address and Shipping Address for Customers. Add Billing Address To add a new Billing Address for Customers, go to: SALES > Customers > Select Customer > Action > New Billing Address OR SALES > Customers > Select Customer > Find > Billing Addresses > New Billing Address Check the Use as default checkbox to define the new Billing Address as the default. The default Billing address is auto populated when creating transactions like Sales Orders, Sales Invoice, etc. on a Customer. Add Shipping Address To add a new Shipping Address for Customers, go to: SALES > Customers > Select Customer > Action > New Shipping Address SALES > Customers > Select Customer > Find > Shipping Addresses > New Shipping Address Check the Use as default checkbox to define the new Shipping Address as the default. This checkbox has prominence, in case your Customer has multiple Shipping Addresses defined. The default Shipping address is auto populated when transactions like Sales Quotes, Sales Invoice, Cash Sale, etc. are created on a Customer. |
Find Address |
Salesorder allows you to add multiple billing and shipping addresses on Customers. To view Billing Addresses on Customers, go to: SALES > Customers > Select Customer > Find > Billing Addresses To view Shipping Addresses on Customers, go to: SALES > Customers > Select Customer > Find > Shipping Addresses |
Select Address on a Document |
The following transactions on Customers use the Billing and Shipping Addresses:
|
Suppliers
Add Address |
You can add Payment Address and Shipping Address for Suppliers. Add Payment Address To add a new Payment Address for a Supplier, go to: PURCHASING > Suppliers> Select Supplier> Action > New Payment Address OR PURCHASING > Suppliers> Select Supplier > Find > Payment Addresses > New Payment Address Check the Use as default checkbox to define the new Payment Address as the default. This checkbox has prominence in case your Supplier has multiple Payment Addresses defined. The default Payment address is auto populated when creating transactions like Purchase Orders, Item Receipts, etc. on a Supplier. Add Shipping Address To add a new Shipping Address for a Supplier, go to: PURCHASING > Suppliers > Select Supplier> Action > New Shipping Address PURCHASING > Suppliers> Select Supplier > Find > Shipping Addresses > New Shipping Address Check the Use as default checkbox to define the new Shipping Address as the default. The default Shipping address is auto populated when transactions like Purchase Quotes, Purchase Invoices, Cash Purchase, etc. are created on a Supplier. |
Find Address |
Salesorder allows you to add multiple payment and shipping addresses on Suppliers. To view Payment Addresses on Suppliers, go to: PURCHASING > Suppliers > Select a Supplier> Find > Payment Addresses To view Shipping Addresses on Suppliers, go to: PURCHASING > Suppliers > Select a Supplier> Find > Shipping Addresses |
Select Address on a Document |
The following transactions on Suppliers use the Payment and Shipping Addresses:
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