How to copy customer shipping address to billing address
Summary
In cases where a customer has the same billing and
shipping addresses, Solatech Focus users can easily copy the data from
one address to the other. This knowledge base article provides
instructions on how to copy addresses.
Note:
Although this knowledge base references copying shipping to billing
address, the address can also be copied billing to shipping.
Instructions
- On the Customer Details page, enter one address (either shipping or billing)
- Place a check mark in the box Copy Billing<->Shipping Address
- Click Save
- The entered address will be shown as both customer billing and shipping addresses.
Applies To:
Solatech Focus
Related Articles
How to use multiple shipping addresses
Overview This article will explain how to add and use multiple shipping addresses. Details There are three steps to using multiple shipping addresses for customers: Adding more than one shipping address in the customer record. Selecting the address ...
System Updates September 5th, 2019
Summary Solatech Focus users have some new options available in their system with the latest release. This knowledge base article will detail those changes. Any new features with additional knowledge base articles regarding set up or usage ...
How to setup customers in Fabrication and accounts in Solatech Focus to insure accuracy
Summary For Solatech customers who are utilizing both Fabrication software and a Focus site for their dealers, it is important that certain items are setup properly in both systems This knowledge base article will contain instructions on how to ...
Importing customers from external sources into Focus
Summary Solatech Focus users have the ability to import customers from external sources, such a CRM systems. In order to do this, the data exported from the outside source must be formatted in a certain way before import. This knowledge base article ...
Overview of the SWCS 4.2 Shipping and Delivery Manifest
Summary This article provides an overview of the SWCS 4.2 Shipping and Delivery Manifest and explains how to setup and use this feature in the software. To add this feature to the software, download and install this hotfix: ...