How to enter and use multiple installation addresses for a customer
Summary
You may have customers with one billing address and
multiple installation addresses. For example, if your customer is a
Property Management company, they may have several properties in which
they would like you to install window treatments. When this happens you
will need to enter more than one "Ship To" address ( Installation
address) into this customer's information.
- To enter more than one address for a customer, open the customer record and click "New" under Shipping Addresses.
- You will be asked to enter a label for each address you enter. For example, Property on Harris Ave. or Property 1, etc.
- Press OK to exit and save the changes.
How to select an alternate address
- From within Order Entry, go to the "Installation/Other" tab.
- Click on the Select Alternate hyperlink
- From the list of available address, select the correct address and press OK
From
here you will need to make sure the correct address shows up on process
reports such as the Installer Form. To do this see the article under
Related Articles below:
Related Articles
- How to show the correct installation address for customers with multiple locations
Applies To:
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 ...
How to show the correct installation address for customers with multiple locations
Summary The customer shipping section in SalesPRO software gives you the ability to have multiple location addresses, each of which has a designated label. In order to show the correct customer shipping address (order installation address) a bit of ...
How to enable multiple customer types
Summary This article explains how to enable the ability to create multiple customer types. More Information Starting with version 4.2.365 of the Solatech Window Covering Software, the ability to create multiple customer types is not enabled by ...
Creating a new customer in Solatech Focus
Summary This article will describe how to create a new customer in Solatech Focus Instructions From the Home Page, click on the Add new customer button. (Site Administrators will need to go to the Customers list to enter a new customer) Required ...
How to setup Measure Charge, Shipping and Installation to automatically calculate in Solatech
Summary This article will detail how to setup measure charge, shipping and/or Installation to automatically calculate in Solatech. More Information There are two ways in which measure, shipping or installation charges can be setup to automatically ...