Adding a card address

To add an address:

1. In the Navigation panel, double-click Relationships, then click Cards.

2. The Cards list displays.

3. Search for and select the card for which you want to add the address.

4. Click the Addresses tab for the card. The addresses already stored in the system are displayed in the list.

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5. Click New in the Addresses tab to create a new address.

6. Enter the address information.

   You can associate a contact person with this address. For example:

   • If the address is a postal address, the contact person's name will appear on mailings sent to this address.
   • If the address is a delivery address, the contact person might be the person responsible for accepting and processing deliveries.
   • if the address is a physical address, the contact person might be the person responsible for machines at this address.

    

   1. Name of the address
   2. Street address details
   3. Suburb (Readysell will fill in the state and postcode)

   4. Type of address (Accounts, Delivery, Physical, Postal; you can select any combination)

      The workflow requires the Delivery flag to be on for one of the addresses as this is where the invoice, delivery docket and goods will be sent to.

      A validation error message is displayed if the Delivery flag is not turned on.

   5. Delivery information
   6. Any notes that need to be added for the address
7. When you have finished, click Save.

8. Repeat the steps if you have more than one address that needs to be set up for each card.