Address

ADDRESSES ARE LOCATED AT:

SELLING > CUSTOMERS > ADDRESS
OR
BUYING > SUPPLIER > ADDRESS

Creating an Address

  1. Choose the Address Title. If creating the address from another document, this field will be prefilled.

  2. Make a selection for "Address Type"

    1. Options: Billing, Shipping, or Other.

  3. Fill the Address fields:

    1. Address Line 1

    2. Address Line 2

    3. City/Town

    4. County

    5. State

    6. Country

    7. Postal Code

  4. Fill in additional contact details:

    1. Email

    2. Phone

    3. Fax

  5. If this is the primary billing or shipping address of the customer, tick the appropriate check-box.

  6. If this is an address for Metalcraft, Check Is Your Company Address

  7. If the address is for a customer or supplier, select the party in the appropriate field. If creating from the Customer/Supplier form, the field will be prefilled.

  8. If this address pertains to a specific Sales Partner, select them in the Sales Partner field.

  9. If this address is for a Lead, select it in the Lead field.

  10. Click SAVE at the top right corner of the document

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