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Next Generation - Add multiple addresses for a customer

The Addresses tab only becomes visible once you save a new customer record.

Note: If you do not have security profile permission to edit customer records, you will not be able to add a new address or edit existing addresses.

Add a new address

  1. Click Debtors then click Customers.
    Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

  2. In the Code or Name column, click the hyperlink, or underlined text.
    Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.

  3. Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Addresses tab.
    Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

  4. Click + New Address then add in the new address details.

  5. Click Save.

Set up invoice, statement, delivery, and default delivery address

  1. Click Debtors then click Customers.
    Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

  2. In the Code or Name column, click the hyperlink, the underlined text.
    Note: The Action Panel automatically opens from the right-hand-side of the screen. You can close the panel by clicking on the arrow icon on the right-hand side middle of the screen.

  3. Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Addresses tab.
    Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.

  4. Select the address you wish to edit, click on the hyperlink or underlined text in the Address column to set the address into edit mode.

  5. Under the Summary section, you have four types:

  • Invoice

  • Statement

  • Delivery

  • Delivery Default

  1. Select your type then click Save.

Note: The address that you enter on the Preferred Contact Details is automatically added to the Addresses tab as Address No. 1. This is the address that is used as the Order Address when you create a Sales Order.

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