Adding an Address to a Company Record

Adding an Address to a Company Record

Overview  

The following video explains how to add a new address for a company record. Step by step instructions are below the video.



Steps 

  1. Open the company record.
  2. Open the Address & Contact tab.
  3. Enter Edit mode.
  4. Click on the +New button above the address grid.
  5. Add the address details.
  6. On the right of the grid you can select whether the address is an invoice or delivery address and also if it is the preferred delivery address.
  7. Click on the Save Company to save the changes.


    • Related Articles

    • Adding a New Contact Against a Company Address

      Overview The following video explains how to add a new contact against a company record. Step by step instructions are below the video. Steps Open the company record. Open the Address & Contact tab. Click on the Edit button. Focus on the address you ...

    • Mark Customer Address as Requiring a Customs Invoice

      Overview How to mark a customers address as requiring a Customs Invoice Notes This assumes you have configured your custom invoices. Customs Invoices Configuration When creating a new customer Click on the blue button at the top of the screen. Select ...

    • Change the Delivery or Invoice Address on a Sales Order

      Overview This video explains how you can change the invoice or delivery address on a sales order. There are step-by-step instructions below the video. Steps In a sales order in Edit mode: Click on the Customer tab. Select the address in the upper ...

    • Add a New Payment to a Company Statement

      Overview Adding a new payment that can then be allocated to an invoice, for either a customer or supplier, is covered in the video below. A step by step guide can be found below the video. Steps Open the Customer/Supplier record. Go to the Statement ...

    • Creating a New Company

      Overview The following video explains the steps to create a new company record, either a customer or supplier. Step by step instructions are below the video. Method One Click on the blue button at the top of the screen. Select New Company. Confirm ...