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<< Click to Display Table of Contents >> Addresses |
  
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<< Click to Display Table of Contents >> Addresses |
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The Addresses page shows all the address records created and maintained in the system for the customer. These address records are created and maintained using the Address Maintenance function.
To add an address to the customer record, perform the following:
1.Click the Add button from the Addresses grid toolbar. This will activate a new line in the grid.
2.Click the Alias field or the Show (
) button to display the Details tab.
3.In the Details tab, enter the address' alias in the Alias field. Alternatively, you may click the Lookup button to show the List of [Alias] pop-up window. Select from this window the address alias that you want to use; click OK to proceed. Note that address aliases are maintained using the Miscellaneous Code Maintenance function.
4.Enter the address information in their respective fields such as street, city, state, zip code. Click the List box button in the State or Country fields; then, select from the list of options available. Note that state and country validation are in place.
5.Mark any or both of the following checkboxes:
oUse as Billing Address
Mark this checkbox if this address code is the default billing (Bill To) address for the customer's transactions. |
oUse as Shipping Address
Mark this checkbox if this address code is the customer's default shipping (Ship To) address in transactions. |
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6.The Default Contact field is read-only and shows the information of the person set as the main contact for this customer record. Access the Contacts page to set or amend the default contact.
7.To delete an address from the grid, select the address; then, click the Delete button from the grid toolbar. A message will display for confirmation to delete. Click Yes to confirm deletion; otherwise, click No to abort.
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