How to add or modify customer addresses

About

• By default every customer has access and control over his own addresses.
• There are different type of addresses, like pick-up addresses and delivery addresses.
• If it is not requested that customers are able to add, delete and modify their own addresses, then contact Cargo Office Programmers.

Where to find

• Front Office -> Orderentry -> Customer Adresses: clicking edit button .
• Back Office -> Shipments -> Customer Adresses: clicking edit button .
• Order Entry template, behind [select an address] functionality.

Description

1. Clear address

• Clear address details, accept for Customer ID and Address Code.
• If you want to delete the whole address, go to overview of addresses and click on the delete button .

2. Customer ID

• This part is only vissible for staff users (userLevel 20+).
• This part is not vissible when using [select an address] in the Order Entry form.
• Customer ID is the identification label that corresponds with your customer.
  A customerID is created at your users overview.
• When changing the customer ID a new address is created.
• NOTE: if you give this field value: all, this address becomes vissible for all customers.

3. Address type

• This part is not vissible when using [select an address] in the Order Entry form.
• Click i-button for explanation of default address types.
• When you chance a p-address into a d-address (or vice-versa) an extra address is created.
  This becomes vissible in your overview of addresses (refresh page for actual setting).
• Address type is required for every address..
• In the default order entry template, pick-up and delivery addresses are programmed for combined use. If you like otherwise, contact Cargo Office Programmers.

4. Address fields

• The address table consists of a default set of address fields.
• Which fields are vissible and editable can be set by using parameter: userEditableAddressFields.
  If you're not sure how to handle this function, then contact Cargo Office Programmers.

5. Edit

• By clicking this button you can edit all available address fields.
• Note: when changing the customer ID a new address is created (because every customer has his own address database).

6. Next Address

• By clicking this button you can add a new customer address.
• Note: this functionality is not installed in all Cargo Offices.

7. Cancel

• Cancel brings you back to the overview screen of all customer addresses.

8. Upload of multiple addresses

• To upload multiple addresses per customer, read Customer Addresses Upload

-- RutgerRutgers - 19 Sep 2006 / 2017-01-10