Address

You can record the addresses associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a Warehouse.

You can also add an Address as a standalone record without linking it to any of the entities listed above.

To access the Address list, go to:

Home > CRM > Address

1. How to create an Address

1. Go to the Address list and click on New.
2. Select Address Type.
3. Enter details in Address Line 1, Address Line 2, City/Town, County, State, Country.
4. Enter Email Address, Phone and Fax.
5. Enter Link DocType and Link Name to link this address to customer, supplier etc.
6. Save.

You can also add an Address from the Customer or Supplier record by clicking on “New Address" button as shown below.

To Import multiple addresses from a spreadsheet, use the Data Import Tool.

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2. Features

2.1 Link an Address to Multiple Entities

An address may be linked to multiple customers or multiple suppliers.

An address can also be linked to customers and suppliers at the same time.

2.2 Address Title

If the address is not linked to any entity you need to manually add a title.

If the address is linked to an entity like a customer or supplier, the title is generated automatically in 'Entity Name-Address Type' format.

2.3 Preferred Billing Address and Shipping Address

If you check 'Preferred Shipping Address', the address would be automatically added in the Shipping Address in Sales Order, Sales Invoice and Delivery Note transactions.

Similarly, if you check 'Preferred Billing Address', the address would be automatically added in the Billing Address in Sales Order, Sales Invoice and Delivery Note transactions.

3. Related Topics

1. Customer
2. Supplier
3. Sales Partner