Customer Addresses on Orders

Each sales order has three addresses. These are populated from the customer record used to create the order but they can also be manually edited directly on the order by typing over them or looking up an alternative address from the same or a different customer record.

Read below to find out what each one is used for and which addresses from the customer record you can expect to be used by default:

Main address

This will always be the address marked as "default" on the customer record. Where a customer is part of a company the default address from the primary contact will be used (it is not possible to set a default on colleagues). The contact name will remain as the person who placed the order; it will not be overridden by the primary contact.

The email address used is always the accounts email address of the primary contact. If there is no accounts email address on the primary contact the field is left blank on the order.

The telephone and mobile numbers are taken from the contact name on the order.

Click the Choose link to select a different address on the customer record, or to search for an address from a different customer record.

Invoice address

This will be the address marked as "default" on the customer record unless a separate "invoice" address is entered. Where a customer is part of a company the address will be taken from the primary contact; the primary default address unless a separate primary invoice address exists (it is not possible to set a default or invoice address on colleagues). The contact name will remain as the person who placed the order; it will not be overridden by the primary contact.

The email address used is always the accounts email address of the primary contact. If there is no accounts email address on the primary contact the field is left blank on the order.

The telephone and mobile numbers are taken from the contact name on the order.

Click the  Choose  link to select a different address on the customer record, or to search for an address from a different customer record.

Delivery address

This will be the address marked as "default" on the customer record unless a separate "delivery" address is entered. The delivery address from the contact placing the order will always be used. The contact name will remain as the person who placed the order; it will not be overridden by the primary contact.

The email address, telephone and mobile numbers are taken from the contact name on the order.

Click the  Choose  link to select a different address on the customer record, or to search for an address from a different customer record.

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