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Manage customer delivery addresses
When to use it
Use this guide when you need to manage customer delivery addresses.
Before you start
- Open Customers from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The customer’s delivery address information is saved for order entry.
Customer and address details are used for orders and customer access. Sending an invitation contacts the selected recipient.
Steps
- Edit the customer and open the delivery address section.
- Choose Add delivery address, or Edit beside the existing address.
- Check the map location, location name, city, delivery contact, phone, and delivery charge. Save the address.
- Select the default address only when it is the customer’s usual delivery location. Check the updated address list.
Screenshot to add: Customers: manage customer delivery addresses. Capture filename: images/manage-customer-delivery-addresses.png.
Restrictions
Check the marker and written address together. A default address can be selected automatically on later orders; confirm it is correct.
If something went wrong
After an unclear address save, reopen the intended customer's delivery addresses before adding another.
For a wrong saved address, select its Edit, correct the map marker, written address, contact, phone or charge, and save. Recheck the default address choice.
If an order or route already used the wrong address, give Sales and Logistics its reference and the confirmed location. Changing the customer's address does not guarantee that a saved order, route or driver instruction changed.
Check the correction
Check the saved address/default and the affected order and route independently. Confirm the intended driver and customer have the corrected directions.