Adding or Editing a New Address from a Transaction
You can add or edit an address for an entity from the transaction record.
To add a new address from a transaction:
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Create a transaction. For more information, see Creating Transactions.
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Enter entity in the appropriate field. For example, on a sales order, select a customer in the Customer field.
The default shipping and billing addresses display on the Shipping and Billing subtabs. If a shipping or billing address has not been entered for the entity, the Ship To or Bill To field is blank.
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Click either the Shipping or the Billing subtab.
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Select New in the Ship To Select or Bill To Select field, or click the + icon.
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Check the box to make this address the default for shipping or billing.
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Check the Residential Address box if this address is not a business. This helps retrieve accurate rates when you use UPS or FedEx integration.
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Enter a label to be displayed for this address in dropdown list address selectors.
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Ensure the value for Country is correct. If it not, select a different country.
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Enter the address information and click Save.
The address is saved on the entity record.
Editing a New Address
You can edit an existing address from a transaction.
To edit an existing address from a transaction:
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Create a transaction. For more information, see Creating Transactions.
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Enter an entity in the appropriate field. For example, on a sales order, select a customer in the Customer field.
The default shipping and billing addresses display on the Shipping and Billing subtabs. If a shipping or billing address has not been entered for the entity, the Ship To or Bill To field is blank.
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Click either the Shipping or the Billing subtab.
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Select a different address in the Ship To Select or Bill To Select field.
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A popup window appears. Edit address information as required.
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Click Save.
The address changes are saved on the entity record.