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. 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.
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. 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. |
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.