The Locations section of the Contact Edit modal allows for locations to be set for a Contact. All contacts can have one default shipping location and one default billing location, but can have unlimited additional addresses that can be selected when processing a quote or an order.


Contacts can have their own locations so, when selected for a quote or order, the system will check if the contact has a default location prior to falling back to what is set on the customer.


There are a few ways to open a Contact Edit modal.

  • CRM > Contact > Edit from vertical ellipses drop-down
  • Contact View page > Actions > Edit
  • Customer View page > Contacts section > Pencil Icon



Adding Contact Locations

Adding Default Billing or Default Shipping Location

Step     Action


  1.       From the Contact edit modal, select {Locations} on the right-hand side of screen 

            to auto scroll to Locations 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.
 


Adding Additional Locations  

Step     Action  

  1.       From the Contact edit modal, 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.
Location Tax Types
Select applicable Location Tax Types from the drop-down.

Note: This allows different tax rates from the default customer rate to be set. When the additional address is selected on a quote/order/shipment, it removes selected tax rates and adds the Location Tax Types.

Address Type
Select Commercial or Residential from the drop-down.

   

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

           successfully.



Editing Contact Locations

Editing Default Billing or Default Shipping Location

Step     Action

  1.       From the Contact edit modal window, select {Locations} on the right-hand side 

            of screen to auto scroll to Locations section.

  2.       Make required changes to fields under default billing or shipping address.

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

            saved.

 


Editing Additional Locations

Step     Action


  1.       From the Contact edit modal window, 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 Locations and select the pencil icon that appears on the right-hand 

            side.  A modal Edit Location window will open.

 

  3.       Make required changes.

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

            successfully.



Deleting Customer Locations

Deleting  Default Billing or Default Shipping Location

Step     Action 

  1.       From the Contact edit modal window, select {Locations} on the right-hand 

            side of screen to auto scroll to Locations section and remove all information 

            under the corresponding section.

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

            saved.


Deleting Additional Locations

Step     Action  

  1.       Hover mouse over the name of address to be deleted under 

            Additional Locations and select the X icon that appears on the right-hand 

            side.

 

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

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

            indicate the additional location has been deleted.