Difference between revisions of "How do I store and use a delivery address?"
(New page: == Details == You can save multiple addresses against one customer. === Order Processing === The delivery address for an order is entered as you create the order. Once you have typed the ...) |
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− | == | + | == Summary == |
− | + | This article explains how you can save multiple addresses against one customer. | |
+ | == More Information == | ||
=== Order Processing === | === Order Processing === | ||
− | + | Orders use the default delivery address for the customer as its address. This can be changed using one of the selection options below or a free-type address may be entered. Any free-type addresses may be saved for future use by pressing {{KeyPress|F3}}. | |
=== Stock Control === | === Stock Control === | ||
− | The delivery address for a stock invoice is entered at the "Document Control" screen | + | The delivery address for a stock invoice is entered at the "Document Control" screen. Addresses can be input by using one of the selection options below or a free-type address may be entered. Any free-type addresses may be saved for future use by pressing {{KeyPress|F3}}. |
− | == Delivery Addresses == | + | === Delivery Addresses === |
− | === Selection === | + | ==== Selection ==== |
− | To use the | + | To use an existing addresses as the delivery address, from the {{DataPrompt|Delivery Address}}: |
+ | * Press {{KeyPress|F1}} to scroll forwards through the delivery addresses for the customer. | ||
+ | * Press {{KeyPress|S-F1}} to scroll backwards through the delivery addresses for the customer. | ||
+ | * Press {{KeyPress|C-F1}} to search for and choose a delivery address. | ||
+ | * Press {{KeyPress|F2}} to use the customer's invoice address as the delivery address. | ||
− | === Amendment === | + | ==== Amendment ==== |
− | To edit | + | To edit a delivery address, go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Delivery Addresses}} |
− | * Enter the customer code and | + | * Enter or [[How do I find a customer?|search]] for the customer account code in the {{DataPrompt|Customer:}} field and press {{KeyPress|ENTER}}. |
− | * | + | * This will show you a list of all delivery addresses stored against this account. |
− | * | + | * Click on the address to amend then click {{Button|Edit}}. |
+ | * Make any changes then click {{Button|Done}} followed by {{Button|Accept}} to save the changes. | ||
− | {{KB_Tags|delivery address}}{{KB_ST}}{{ | + | ==== Delivery Name Limits ==== |
+ | {{Warning|text=There are a possible 99 delivery addresses for ''each'' customer, so it is possible to run out of space when adding a new delivery address for an account. | ||
+ | *If this happens you will be presented with a warning when you try to save a new address. To make space for new addresses, go to the {{Menu|Delivery Address Maintenance}} option as explained above. From there you can delete addresses you no longer need. You are able to tag multiple addresses by highlighting them on the list and pressing {{KeyPress|T}} and delete them all in one go.}} | ||
+ | |||
+ | == See also == | ||
+ | * [[How do I set a default delivery address?]] | ||
+ | * [[How do I delete a saved delivery address?]] | ||
+ | * [[Selling a unit]] | ||
+ | * [[Selling parts over the counter]] | ||
+ | |||
+ | {{KB_Tags|delivery address}} | ||
+ | {{FAQ}}{{How}}{{KB_OP}}{{KB_ST}}{{KB_VS}} | ||
+ | |||
+ | {{KB_Ref|SO03, ST17 ST94}} |
Latest revision as of 05:35, 19 June 2019
Contents
Summary
This article explains how you can save multiple addresses against one customer.
More Information
Order Processing
Orders use the default delivery address for the customer as its address. This can be changed using one of the selection options below or a free-type address may be entered. Any free-type addresses may be saved for future use by pressing <F3>.
Stock Control
The delivery address for a stock invoice is entered at the "Document Control" screen. Addresses can be input by using one of the selection options below or a free-type address may be entered. Any free-type addresses may be saved for future use by pressing <F3>.
Delivery Addresses
Selection
To use an existing addresses as the delivery address, from the "Delivery Address":
- Press <F1> to scroll forwards through the delivery addresses for the customer.
- Press <Shift+F1> to scroll backwards through the delivery addresses for the customer.
- Press <Ctrl+F1> to search for and choose a delivery address.
- Press <F2> to use the customer's invoice address as the delivery address.
Amendment
To edit a delivery address, go to " Reports & Settings Maintenance Options Add or Edit Delivery Addresses"
- Enter or search for the customer account code in the "Customer:" field and press <Enter>.
- This will show you a list of all delivery addresses stored against this account.
- Click on the address to amend then click [Edit].
- Make any changes then click [Done] followed by [Accept] to save the changes.
Delivery Name Limits
There are a possible 99 delivery addresses for each customer, so it is possible to run out of space when adding a new delivery address for an account.
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See also
- How do I set a default delivery address?
- How do I delete a saved delivery address?
- Selling a unit
- Selling parts over the counter
SO03, ST17 ST94