When configuring Sales Office addresses, it is important to note that a Billing address type must be set up, as this address will pull through on the Sales Invoice.

You can also set up Physical, Postal and Shipping addresses.

Ribbon Access:  Configurator   >   Company > Sales Offices

The Sales Office Listing for Company: [ ] screen will be displayed.

• Click on the row selector in front of the sales office that you wish to add an address to.
• Click on Edit.

The Edit Sales Office: [ ] screen will be displayed.

Either

• Right click anywhere in a new row of the Addresses frame.

• A Maintain menu will pop up.
• Click on Add - Add New Address

Or

• Click in the Address Type text box in the Addresses frame.
• An ellipsis button will be revealed.
• Click on this button.

Both methods will bring up the Select an Address Type screen.

• Click on the row selector in front of the address type that you wish to add to this sales office.

Note: As a billing address has already been set up on this sales office, a Physical address has been selected in this example.

• Click on Ok.

• Address Type: This will now be populated with the address type selected in the previous step.
• Address Contact Name: Type in the address contact name.
• Address 1: Type in the first line of the address.
• Address 2: Type in the second line of the address.
• Address 3: Type in the third line of the address.

• Scroll right if necessary, to view the next columns in the row.

• City: Type in the city name.
• Postal Code: Type in the postal code.
• County: Type in the county name.
• Country: Type in the country name.
• Tel No: Type in the telephone number.

• Scroll right, if necessary, to view the remaining columns in the row.

• Tel Ext: Type in the extension number.
• Fax No: Type in the fax number.
• Email Address: Type in the email address.

• The last column is the Default Address column.
• As the Billing address must be the default address and there can only be one default address, NO has been selected for this new Physical address.

• When you have finished adding the new sales office address details, click on Save.

• The new address details will be saved and you will return to the Sales Office Listing for Company: [ ] screen.