Customers - Locations


Adding Customer Locations

Adding Default Billing or Default Shipping Location

Step     Action

  1.       Select {Locations} on the right-hand side of screen to auto scroll to 

            Locations section. Default Billing or Default Shipping locations can 

          be entered directly in corresponding fields under each section.


  2.       Complete fields for Default Billing Address or Default Shipping 

              Address

Field
 Description
Address Name
 Enter Address Name.
Address
 Enter street Address.
City
 Enter City.
Region


 Select a Region from the drop-down menu.
 Note: These options can be modified. (See Locations-Regions )

Country

 Select a Country from the drop-down menu.
 Note: These options can be modified. (See Locations-Country)

Zip/Postal Code
 Enter Zip/Postal Code.

 

  3.      Select {Save}. A results window will pop-up to indicate the location 

          section saved.


  4.       Select X to close pop-up results window.

 

Adding Additional Locations  

Step     Action  

  1.      Select {Locations} on the right-hand side of screen to auto scroll to 

             Locations section.

  2.      Select {Add} under Additional Locations. A New Location modal 

          window will open.  

  3.       Complete fields for the New Location.  


Field
Description
Address Name
Enter Address Name.
Address
Enter street Address.
City
Enter City.
Region


Select a Region from the drop-down menu.
Note: These options can be modified. (See Locations-Regions )

Country


Select a Country from the drop-down menu.
Note: These options can be modified. (See Locations-Country)

Zip/Postal Code
 Enter Zip/Postal Code.

   

  4.      Select {Save}. A results window will pop-up to indicate the location 

         saved successfully.

  5.     Select X to close pop-up results window.


Editing Customer Locations

 

Editing Default Billing or Default Shipping Location

Step     Action

  1.       Make required changes to fields under default billing or shipping 

          address.

  2.       Select {Save}. A results window will pop-up to indicate the location 

          section saved. 

  3.       Select X to close pop-up results window.

 

Editing Additional Locations

Step     Action

  1.      Select {Locations} on the right-hand side of screen to auto scroll 

             to Locations section. 

  2.        Hover mouse over the name of address to be edited under Additional 

             LocationsA pencil icon will appear on the right-hand side of the name. 

          Select the pencil icon.

          A modal Edit Location window will open.

  4.       Make required changes.

  5.      Select {Save}. A results window will pop up to indicate the location 

             saved successfully.

  6.       Select X to close pop-up results window.

 

Deleting Customer Locations

Deleting  Default Billing or Default Shipping Location

Step     Action

  1.      Scroll to Default Billing or Default Shipping section under Locations 

           and remove all information under the corresponding section.

  2.        Select {Save}. A results window will pop-up to indicate the location 

           section saved.

  3.       Select X to close pop-up results window.

 

 

Deleting Additional Locations

Step     Action

  1.        Select {Locations} on the right-hand side of screen to auto scroll 

           to Locations        

  2.        Hover mouse over the name of address to be edited under Additional 

           LocationsAn X icon will appear on the right-hand side of the name. 

           Select the X icon.

  3.      Select {Delete}. A window will pop-up to confirm selected items to be 

          deleted.

  4.       Select {OK} to delete selected items. A results window will pop-up to 

          indicate the additional location has been deleted.

  5.      Select X to close pop-up results window.