Entering Buyer Address Manually

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Sometimes a buyer may send their address through e-mail or other means.  This address must be entered into the customer address book and applied to the sale.

 

Adding an address to customer record

 

Editing a Customer Record is a simply matter of opening that customers record, making any changes and pressing save or opening the Sales Transaction Maintenance Screen and clicking the edit icon next to the buyer shortname.

 

addaddress

 

This brings up the customer record. Enter the data and press save.

 

Applying the address to the sale

 

In the Sales Transaction Maintenance Screen click the magnifying glass to look up the customers address details

 

addressdetailslookup

 

This will bring up the address look up screen.  Select the address required for the sale and click the select button.  This will apply the address to the sale record and automatically tick address received.

 

selectaddress

 

Sales Transaction Events for manually processing Buyer Address received:

 

Process

Automated Process

User Initiated

Condition

Customer Record

Logged in Sales Transaction Log
Address is updated in customer address book

Address Received via e-mail or other source

 

Address Received Ticked
Logged in Sales Transaction Log
Sale record updated with address

Address Received e-mail

Sent
Logged in Sales Transaction Log

If configured

 

Related Information:

Editing a Customer Record