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Quote location details can be found in the Quote Edit modal window. There are several ways to open the Quote Edit modal window including:

  • Quotes > Edit on vertical ellipses
  • Quote  View > Actions > Edit 
  • CRM > Customer or Contact View > Edit on vertical ellipses from the Quotes section


Adding Quote 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 fall back 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.If a saved location is selected from the drop-down, all the other fields will pre-fill with the saved location's information.
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.
 

Default Shipping

This is the default Shipping Address for the quote.  It if first populated by the order 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 Quote 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.