Overview

This article will explain how to add and use multiple shipping addresses.

Details

There are three steps to using multiple shipping addresses for customers:

1. Adding more than one shipping address in the customer record.
   
2. Selecting the address to use for a quote or sale.
   
3. Making sure the reports being used are setup to use the correct address.
   

Adding more than one shipping address

1. From the Home tab, click on Customers.
   
2. Double click on a customer to edit.
   
3. If there is not already at least one shipping address, click the New link to add the 1st shipping address.
   
4. When you enter an address, you will be prompted to enter a label.  Anything can be entered here.
   
5. Once there is at least one shipping address, click the New link again to add another.
   
6. Each new shipping address will need a new label.
   
7. Continue to add addresses by clicking the New link.
   1. To assign the default, select the default address and then click the Make Default link.  
      
   2. When the default shipping address is selected you will see a green dot to the right of the address label.
      

Selecting the address to use for a quote or sale

1. Create a new quote or sale.
   
2. One the quote has been created, save it - you must save the quote at least once before you can select an alternate shipping addresss.
   
3. When a new quote is created, the Installation address for the quote is set to the default shipping address for the selected customer. To change the Installation address, click on the 'Installation / Other' tab in Order Entry.
   
4. Click the 'Select Alternate' link.
   
5. Select the address from the list and click OK.
   

Making sure the reports being used are setup to use the correct address

In order to make sure the alternate address is used on output you must setup your quote, invoices, etc. to use the Installation addresss as the shipping address. By default, process reports use the customers Home address for the shipping address. To modify your reports:

1. From the Setup tab, click Process Reports.
   
2. Select the report to modify and click the Modify button.
   
3. On the Modify Report Layout dialog, click the Addressing tab.
   
4. Click the Address 2 tab.
   
5. Change the Address to display to Installation. This will use the address that is shown on the Installation tab in Order Entry.
   
6. Optional - change the heading from "Ship to Address" to "Installation Address".
   
7. Click OK.