Creating a new Address for Shipping

This guide is designed to assist when creating a new Shipping Address for an existing account or contact.

  • This guide assumes you have found the associated account or contact. If this is not the case please search for the account or contact (URL Link) first.

Scroll down to “Addresses”

Click on “New”

Select “Billing or Shipping Address”

 

Click on “Next”

Data capture

  • Address Name: Please see Naming Convention (URL Link)
    • Address Type: Select shipping
      • Contact / Account: Will be auto filled. Only one can have information in it
        • Email Address: Email address for invoices linked to this billing address
        • Other Fields: Fill in all other fields to the extent possible
        • Note: Red * is a required field

Review and save

 

Click on “Save”