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 modification may be needed on process reports.  This article will provide instructions on making that modification.

Instructions

• From within the SalesPRO software, go to the Setup tab.
• On the Setup tab, select the Process Reports icon.
  

• Locate the report to be modified, then double click to open the Modify Report Layout window.
• Select the Addressing tab.
• You have the option of showing only one address, or showing two (Address 1 and Address 2 tabs).  Typically, if showing two addresses, Address one is billing and Address 2 is shipping. For this example, we'll use only Address 1.
• Using the drop down menu under Address to display, change to Installation.
  

• Press OK to exit and save your changes.
• Repeat for any other repots that need to be changed.

How to use use the new report

• By default, your report will now reflect whatever Shipping (Installation) Address is entered as the default in the customer record.
• If you wish to change the Installation Address for a particular quote or sale,  go to the Installation/Other tab in Order Entry.
• Click on the Select Alternate Hyperlink. (NOTE:  This hyperlink will not be available until the Q/S/O has been saved at least once.)
• Click on the correct Address.
• Press OK.
• Save the Quote/Sale or Order.
  

Your Process Report will now show the selected installation address.

Related Articles

• How to enter multiple installation addresses for a customer

Applies to:

• SalesPRO software