Quote Locations details can be found on the Quote Edit modal. There are several ways to open the Quote Edit modal including:
- Quotes > Edit on vertical ellipses
- Quote View > Actions > Edit
- CRM > Customer or Contact View > Edit on vertical ellipses from the Quotes section
Adding Order Locations
Default Billing Location
This is the default Billing Address for the quote. It is first populated by the Quote Contact's default Billing Address. If that is blank, it will fallback to the Customer's default Billing Address.
Step Action
1. From the Quote Edit modal, select {Locations} on the right-hand side to auto scroll to Locations section.
2. Complete the fields.
Field | Description |
Saved Locations | The drop-down options available will depend on the addresses on file for the customer. |
Address Name | Enter Address Name. |
Address | Enter street Address. |
City | Enter City. |
Region | Select a Region from the drop-down menu. Select the [+] button to add a new region. Note: These options can be modified. (See Locations - Regions ) |
Country | Select a Country from the drop-down menu. Select the [+] button to add a new country. 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.
Default Shipping
This is the default Shipping Address for the quote. It if first populated by the quote Contact's default Shipping Address, if that is blank, it will fallback to the Customer's default Shipping Address.
The Default Shipping address can be entered just below the Default Billing address. The steps for completing the address fields are the same as those for Default Billing. It can also be set to Same as Billing address by checking the box to the right of Default Shipping.
Editing or Deleting Locations
Step Action
1. From the Quote Edit modal, select {Locations} on the right-hand side of screen to auto scroll to Locations section.
2. Make required changes to desired address or remove all information under an address section to delete it.
3. Select {Save}. A results window will pop-up to indicate the location section saved.