1. Modern View Online Help
  2. Orders
  3. Manage Ship-To
  4. Ship-To Address Book

Ship-To Address Book

Purpose: The Address Book supports the ability to manage (get, add, edit and delete) multiple shipping names/addresses associated with an individual customer. The Address Book can be accessed from within Order Entry and Order Summary , as well as from the Customer page. Address Type-Ahead is supported when enabled for a country.

During order entry, the Ship-To (shipping location) automatically defaults to display the customer's name and address. If the customer would like to ship the order somewhere other than their primary address, the Ship-To can be edited to create a One-Time Address or to assign a Customer Address Book entry.

How to display:
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Ship-To Address Book Options

Purpose: The Address Book supports the ability to manage (get, add, edit and delete) multiple shipping names/addresses associated with an individual customer. The Address Book can be accessed from within Order Entry and Order Summary, as well as from the Customer page. Address Type-Ahead is supported when enabled for a country.

During order entry, the Ship-To (shipping location) automatically defaults to display the customer's name and address. If the customer would like to ship the order somewhere other than their primary address, the Ship-To can be edited to create a One Time Address or to assign a Customer Address Book entry.

You can perform the following actions on the Address Book drawer from the Add Ship-To or the Edit option in the Ship-To Address Panel on the Order Entry Shipping page.

Select an Existing Address Book Entry

  1. From the Add/Edit Ship-To drawer, select the Address Book radio button.

  2. Optionally, click the Address Book drop down and you can search for the address to see if the person is already in the address book. You can also start typing to narrow down the search.

  3. If found, click the entry you want from the drop down and click OK to close the Add/Edit Ship-To drawer. The updated shipping name and address are assigned to the order.

Add an Address Book Entry

Creating an address book for a customer is useful for customers who repeatedly ship to an alternate address. It saves time, over adding the shipping details each time.

Note:

No duplicate Match Code checking is occurring in this address book so if you enter the same exact name and address, a new entry is created.

  1. From the Add/Edit Ship-To drawer, select the Address Book radio button.

  2. Click Edit icon on the Address Book panel. The Address Book drawer opens listing existing entries. The number of entries is shown under the title.

  3. Click + Add Address.

  4. Enter the required new name and address details and click OK. You are returned to the address list. All address information (name, address, and so on,) is in upper case except email that is shown as it is entered.

  5. Click X to close the address book drawer.

  6. Select from the address book drop down again and search for your new address book entry.

  7. Click the entry you want from the drop down and click OK to close the Add/Edit Ship-To drawer. The new shipping name and address are assigned to the order.

Note:

When creating an address book entry, if Address Interface (I67) system control value is enabled, the address is cleansed (for example, shortening the street address to the acceptable USPS format such as ST for Street, CIR for circle, and so on, and adding the +4 to the postal code) if only one match is found.

Update the Address Book Entry

  1. From the Add/Edit Ship-To drawer, select the Address Book radio button.

  2. Click Edit icon on the Address Book panel. The Address Book drawer opens listing existing entries.

  3. Click Edit from the More Options menu (illustrates options icon (horizontal 3 dots)).

  4. Update the details and click OK. You are returned to the address list with the new details shown. Even if no changes are made, a previous address record is written.

  5. Click X to close the address book drawer.

  6. Select from the address book drop down again and search for your new address book entry.

  7. Click the entry you want from the drop down and click OK to close the Add/Edit Ship-To drawer.

Delete an Address Book Entry

  1. From the Add/Edit Ship-To drawer, select the Address Book radio button.

  2. Click Edit icon on the Address Book panel. The Address Book drawer opens listing existing entries.

  3. Click Delete from the More Options menu (illustrates options icon (horizontal 3 dots)).

  4. Confirm the deletion and click OK. Selecting OK checks if the address is being used on the current order or if there is order history for the ship-to, deletes the address book entry, closes the confirmation dialog and refreshes the address book list screen so that the entry is no longer included in the list.

  5. Click X to close the address book drawer.

  6. Click OK to close the Add/Edit Ship-To drawer.

For more information:

Ship-To Address Book Fields

The Address Book allows you to manage multiple shipping names/addresses associated with an individual customer.

Address Book Fields

All the address book entries in the drop down list for the address book display in uppercase in a single column. The email address is shown as it is entered. Use the scroll bar or down/ up arrows to go through the list of entries.

Address Book Number

Match Code

Name

First Name, Last Name

Company Name

You can add optional Prefix, Suffix or Middle Initial by selecting + Add Prefix, Suffix or Middle Initial.

Address

This section is integrated with Address Lookup by using a web service integration to look up addresses. Select a country that is configured for address lookup (for example, Australia, Canada, United Kingdom, United States) and then type the address into a new Address Lookup field. As you start typing, possible addresses are shown and keeps updating if a new character is inserted to refine the list. This is known as Type-Ahead Address Lookup. See Address Validation for integrations supported. Once an address is selected, it is displayed but can be manually overridden using the Enter/Edit Address toggle switch.

If the selected country is not enabled for address lookup, the standard address fields are shown.

Country Code: Required. Defaults from the Default Country for Customer Address (B17) system control value. If Default Country for Customer Address (B17) system control value is empty, only the country code displays until you select a country from the list.

Street Address 1: Required.

Street Address 2-4: Optional.

Apartment/Suite: Optional.

City: Required.

State/Province Code: Required to complete entry of the customer if the selected country requires a state or province.

Note:

When you enter a partial state or province, matching results are displayed in alphabetical order based on the full state or province name that contains your entry, rather than those that start with your entry. For example, if you enter MA for Massachusetts, Alabama is displayed first because it contains your entry.

Postal Code: A valid postal code is required to complete the order if the Require postal code flag is selected for the country in Work with Countries (WCTY); otherwise, optional. If the postal code is required for the country, the SCF for the postal code will be validated.

Delivery: Delivery address type whether the address is residential, business, or no distinction.

Email

Email Address

Phone

Phone Number:

Additional Details

Rent: Defaults from Default Rent Name (D11) system control value but can be overridden.

+ Add Address Book Fields

Selecting the Edit option from the More Options menu (illustrates options icon (horizontal 3 dots) of an existing address book entry or selecting + Add Address will open the Address form that contains the following fields:

Name

First Name: Optional.

Last Name: Required if a company name is not specified.

Company Name: Required if a last name is not specified.

You can add optional Prefix, Suffix or Middle Initial by selecting + Add Prefix, Suffix or Middle Initial.

Address

This section is integrated with Address Lookup by using a web service integration to look up addresses. Select a country that is configured for address lookup (for example, Australia, Canada, United Kingdom, United States) and then type the address into the Address Lookup field. As you start typing, possible addresses are shown and keeps updating if a new character is inserted to refine the list. This is known as Type-Ahead Address Lookup. See Address Validation for integrations supported. Once an address is selected, it is displayed but can be manually overridden using the Enter/Edit Address toggle.

If the selected country is not enabled for address lookup, the standard address fields are shown.

Country Code: Required. Defaults from the Default Country for Customer Address (B17) system control value. Not necessarily the country code of the sold-to customer. Position to the correct country by typing the country name rather than the code.

Street Address 1: Required.

Street Address 2-4: Optional.

Apartment/Suite: Optional.

City: Required. No default.

State/Province Code: Required to complete entry of the order if the selected country requires a state or province. No default.

Note:

Use Zip/City/State Defaulting? (B13) system control value has no effect on the Modern View address book.

Postal Code: A valid postal code is required to complete the order if the Require postal code flag is selected for the country in Work with Countries (WCTY); otherwise, optional. If the postal code is required for the country, the SCF for the postal code will be validated.

Delivery: Delivery address type whether Residential, Business or No Distinction. Required. No default is set.

Email

Email Address: Optional.

Phone

Phone Number: All assigned phone numbers (home, business, and mobile/fax) for that Ship-To are shown, displayed with the corresponding phone type in parenthesis following the phone number. The phone numbers in the address book are formatted using the phone number format rules defined at the country level. For each one-time ship-to order, a single assigned phone number is shown on the Shipping stop. Ability to (+Add Phone) number if required, see Add, Change, or Delete the Phone Number in Order Entry.

Additional Details

Rent: Defaults from Default Rent Name (D11) system control value but can be overridden.

For more information: