Difference between revisions of "How do I set a default delivery address?"

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(New page: == Details == You can set a default delivery address against a customer. == More Information == === Order Processing === Orders use the default delivery address for the customer as its a...)
 
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== Details ==
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== Summary ==
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You can set a default delivery address against a customer.
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You can set a default delivery address against a customer in the {{SO}}.
  
 
== More Information ==
 
== More Information ==
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Orders use the default delivery address for the customer as its address. To set the default, follow the delivery address [[How do I store and use a delivery address?|Amendment]] instructions in the usual way, but as part of the change, place a tick in the {{DataPrompt|Default}} tick box. You can also un-tick a ticked box to set no default for a customer.
  
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=== Order Processing ===
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=== Default Setting ===
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Orders use the default delivery address for the customer as its address. To set the default, follow the delivery address [[How do I store and use a Delivery Address?|Amendment]] instructions in the usual way, but as part of the change, place a tick in the {{DataPrompt|Make Default}} tick box. You can also untick a ticked box to set no default for a customer.
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If there is no default delivery address for a customer, there is a system setting to decide what should happen. To set this setting :
  
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=== Default Parameter ===
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Go to {{PlatinumSettings}} and search for {{DataValue|delivery address}}.
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If there is no default delivery address for a customer, there is a system parameter to decide what should happen. To set this parameter:
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* At the {{DataPrompt|Delivery or customer account address}} enter either:
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* Go to {{Menu|Stock Control|Maintenance Options|Stock Parameters|Invoice Parameters (2)}}
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** {{DataValue|Customer}} to use the customer's invoice address as the default.
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* At the {{DataPrompt|Delivery Address when no default}} enter either:
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** {{DataValue|Delivery}} to set the delivery address blank.
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** {{DataValue|A}} to use the customer's invoice address as the default
 
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** {{DataValue|B}} to leave the delivery address blank
 
  
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{{FAQ}}{{KB_Tags|delivery address, default}}{{KB_ST}}{{KB_OP}}
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== See also ==
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{{KB_Ref|SO03, ST11, ST17}}
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* [[How do I store and use a delivery address?]]
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* [[How do I delete a saved delivery address?]]
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* [[Selling a unit]]
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* [[Selling parts over the counter]]
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{{KB_Tags|delivery address, default address}}
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{{FAQ}}{{How}}{{KB_OP}}{{KB_ST}}{{KB_VS}}
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{{KB_Ref|SO03, ST17 ST94}}

Latest revision as of 05:35, 19 June 2019

Summary

You can set a default delivery address against a customer in the Sales Order Processing.

More Information

Orders use the default delivery address for the customer as its address. To set the default, follow the delivery address Amendment instructions in the usual way, but as part of the change, place a tick in the "Default" tick box. You can also un-tick a ticked box to set no default for a customer.

Default Setting

If there is no default delivery address for a customer, there is a system setting to decide what should happen. To set this setting :

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'delivery address'.

  • At the "Delivery or customer account address" enter either:
    • 'Customer' to use the customer's invoice address as the default.
    • 'Delivery' to set the delivery address blank.

See also


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Keywords AND Misspellings
delivery address, default address
Tags

SO03, ST17 ST94

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