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Delivery Address (Customers)

Manage every delivery address linked to a customer, with no limit on the number of addresses.

Overview

The Delivery addresses tab on each customer record holds all the locations that customer's orders can be delivered to. Add, edit, or delete addresses to keep them current.

๐Ÿ‘ฅ Access Permissions

  • Only users with access to Customers can view or edit a customer's delivery addresses. Review user roles before granting access.

๐Ÿ“ Location in the app

  • Sales > Customers > select a customer > Delivery addresses

  • Global Search > search for a customer > Delivery addresses


Key features

Search

Search by street, suburb, or postcode.


Add address

There is no limitation to the number of addresses that can be added for each Customer.


Add a delivery address

  1. Select Add address.

  2. Complete the address fields.

  3. Click anywhere on the white background outside the form to save automatically.

๐Ÿ“Notes

  • There is no limit to the number of delivery addresses that can be added for each customer.

  • If customer records exist in a connected accounting package (MYOB, QBO, or Xero), their delivery addresses can be imported in bulk via Settings > Integrations > Import Customers.


Edit a delivery address

  1. Click the + icon next to the address to expand it.

  2. Update the address fields.

  3. Click anywhere on the white background outside the form to save automatically.


Delete a delivery address

  1. Click the โ‹ฎ (more options) menu next to the delivery address.

  2. Select Delete.

โœ‹ Warning

  • A brief pop-up appears with an Undo option. Once dismissed, the address cannot be recovered and must be re-added if needed.

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