Add or Modify an Address in the Customer Record

ORDER MANAGEMENT > CUSTOMER > ACCOUNTS

Customers sometimes reach out to inform your company of an address change or to let you know that they wish to edit or remove an address from their customer record, without needing to place an order at the same time. You can make these changes from the Customer > Accounts tab.

1.

Access the customer account.

2.

Select the Address tab.

3.

Select the Edit icon to change the contents of this screen.

4.

You may now choose to add a new address or to edit an existing address.

---

Adding an address

1.

Click the Add icon .

2.

Provide the information requested. For more information on this topic, see Add/Edit Address Panel.

Use the Name field at the top of the left-hand column to identify each address and make it easier to recognize. For example, addresses clearly labeled "Home" or "Work" can speed up the selection process. Each address name must be unique.

3.

Click Save in the lower-right corner of the screen.

You can add several addresses to the account at the same time by repeating steps 1-3 as often as necessary.

---

Modifying an existing address

1.

Click the address to select it.

2.

Click Edit in the bottom-right corner of the screen to edit the address.

3.

Make the necessary changes. For more information on this topic, see Add/Edit Address Panel.

4.

Click Save in the lower-right corner of the screen.

When adding or editing an address, you must provide all the mandatory information. If any mandatory data is missing, the system will issue a warning and you will not be allowed to save until all mandatory fields are filled.

REFERENCES

•

Delete an Address

•

Add/Edit Address Panel