Overview
View, add, edit, or delete Delivery addresses in the Delivery addresses tab for each customer.
👥 Access Permissions: only users with access to Customers can view Customers main page. Please review user roles prior commencing.
📍Where to find it in the app:
Sales>Customers> select a Customer >Delivery addresesGlobal Search > search for a Customer >
Delivery addreses
Key features
Search
Search addresses by street, suburb, or postcode.
Add address
There is no limitation to the number of addresses that can be added for each Customer.
How to add a Delivery address
Select
Add addressComplete the address fields
Click anywhere on the white background to automatically save.
📝Note: if Customers exist in accounting packages (MYOB, QBO, or Xero), Delivery addresses can be imported in bulk via Settings > Integrations > Import Customers.
How to edit a Delivery address
Click the + icon next to the address to expand it
Update the address fields
Click anywhere on the white background to automatically save.
How to delete a Delivery address
Click the kebab icon (⋮) next to the Delivery address
Select
Delete.
✋ Warning: a brief popup allows an Undo. Once dismissed, the address must be re-added if needed.
