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:

  1. Create a transaction. For more information, see Creating Transactions.

  2. 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.

  3. Click either the Shipping or the Billing subtab.

  4. Select New in the Ship To Select or Bill To Select field, or click the + icon.

    • Check the box to make this address the default for shipping or billing.

    • Check the Residential Address box if this address is not a business. This helps retrieve accurate rates when you use UPS or FedEx integration.

    • Enter a label to be displayed for this address in dropdown list address selectors.

    • Ensure the value for Country is correct. If it not, select a different country.

  5. 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:

  1. Create a transaction. For more information, see Creating Transactions.

  2. 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.

  3. Click either the Shipping or the Billing subtab.

  4. Select a different address in the Ship To Select or Bill To Select field.

  5. A popup window appears. Edit address information as required.

  6. Click Save.

    The address changes are saved on the entity record.

Related Topics

General Notices