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Overview

The Addresses tab on the Card Detail window allows you to store addresses for cards in the system. Addresses can be stored for any type of card.

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A single address can belong to more than one type. For example, a card's delivery address and physical address might be the same, but their postal address might be different.

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Buttons

There are no custom buttons for this list. Refer to Common Buttons.

Fields

Field

Description

Name

This field contains any name associated with the address. This might be the name of the contact person (for physical addresses) or the name of the organisation (for postal addresses).

Street 1-4

These fields contain the street address details.

Suburb

Click on the arrow to the right of the field to bring up a list of Australian and New Zealand suburbs.

Accounts / Delivery /
Physical / Postal

These flags let you set the type of this address. A single address can have more than one type, and a card can have more than one address of a particular type.

  • Accounts: the address of the card's accounts department. This department will receive such things like Invoices, Statements etc.

  • Delivery: the address to be used for delivering and receiving goods. There can be many delivery addresses

  • Physical: the cards actual physical address. Physical address relates more to Equipment.

  • Postal: the card's postal address. This can be different to the accounts address and can be used for mail outs, catalogue, brochures etc

  • Is Primary: If the address is flagged as is primary this will stop the pop up box pop up on sale to select an address the sale will automatically use the primary address. This is also used for the primary address on sales run.
CarrierUse the carrier specified on the address to pre-populate the carrier on the sales order or shipment, this is optional

Delivery Run

If this is a delivery address, this field can be used to specify the delivery run that it belongs to.

Travel Time Minutes

This field can be used to specify the travel time in minutes.

Charge Travel Time

If this is checked, travel time to and from this address will be charged to the card. This is more to do with the Service order if travel time is required for the technician.

Archived

This allows you to have the ability to archive a address that is related to a sale invoice. Once an address is archived it will not display in any of the normal places where address is used. Once

something like an address has been used by a transaction, the address can't be deleted. This applies to address data, products and quite a number of other items in the system. Archiving makes the

address as though it had been deleted. It also allows you to reinstate the address if you ever need to restore it.

Notes

This allows you to enter notes for this address.

 

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