On the addresses sub tab, it is possible to add the (delivery) addresses of the customer.
A delivery address can be used on a packing slip and to track where certain orders will be delivered. You can also use the address as a project address, where materials are deployed, for example.
New Address
To create a new address with the customer:
- From the overview, click New in the action bar.
The details form for creating a new address is displayed.
- Fill in all fields as completely as possible.
- In the action bar, click Save.
The address is created and you can use it immediately.
Change Address
To change an existing address:
- Use the filter to search for a specific address using a keyword.
- Double-click the corresponding address in the overview.
The form for the address will open.
- Modify the fields you want to change and check the other information.
- In the action bar, click Save to save the data.
The data is active immediately, but existing documents with references to the address still retain the data from before saving. If necessary, check the documents and update them as needed.
Delete address
You can delete an existing address that is no longer used.
To remove an address:
- Use the filter to search for a specific address using a keyword.
- Select the address in the overview.
- Click Delete in the action bar.
- Confirm the message.
The address is immediately removed from the system. Existing documents with a reference to the address still retain the data of the just deleted address. If necessary, check the documents and adjust them.
Field Information
Customer information
Which customer the address belongs to.
- Customer Number
The unique customer number of the customer.
- Default Address
Whether the address is default when creating new business documents.
Address Information
General information of the customer's address.
- Company Name
The name of the company. - Street
The street of the address. - House number
The corresponding house number of the address. - Addition
Any addition to the house number of the address. - Postal code
The zip code of the address. - City
The location of the address. - Province
The province of the address. - Country
The country of the address. - Address additional info 1
Any additional info on the address. In the Netherlands/Belgium this field is usually not used. - Address additional info 2
Additional info on the address, if any. This field is usually not used in the Netherlands/Belgium.
Contact information
Information from person in charge at customer's address.
- Salutation
The salutation of the customer's main contact person, or the salutation of the customer if it is a private customer. - First name
The first name of the customer's main contact, or the customer's first name if the customer is a private individual. - Last name
The last name of the customer's main contact, or the customer's last name if the customer is a residential customer.
Communication
How to reach the person in charge at this address.
- Phone number
The phone number of the address.
Logistics
Automatically calculate delivery times on orders.
- Delivery time in days
The delivery time in days for this delivery address. The length of time the transport will take before delivery.