Contacts - Locations


Adding Contact 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.