Adding Multiple Bill To and Ship To Addresses
Big Business allows you to set up and use multiple billing and mailing addresses for your customers. This solution outlines the process to setup the multiple addresses and explains how specify which to use as needed. (5166)
It is not uncommon for a customer to have more than one address or office. Big Business allows you set up and use multiple billing and mailing addresses for your customers and vendors. Once you have set up additional addresses, you can select from a list of optional addresses when creating a transaction for a customer.
Set Up Additional Addresses (Contacts)
You must first set up the multiple addresses in the Additional Contacts section of the
Customer Card by clicking on the Plus button. The information inserted into the Primary Name and Address field will be used to populate the Bill To Field of a Quote, Order, or Invoice. The information inserted into the Secondary Name and Address field will be used to populate the Ship To Field of a Quote, Order, or Invoice. You may want to use the First Name and Last Name fields to designate the location of the multiple address, rather than a specific individual.
Use Alternate Address
Once you have set up your multiple addresses, they are now available to insert into a customer transaction. Open up a Quote, Order, or Invoice and enter or select the customer in the Customer Name field. After choosing the customer, click on the Other button in the upper right corner of the Bill To or Ship To address area.
This will bring up a dialog box that lists all of all additional contacts available for this
customer. Scroll through this list and select the desired address, then click on the OK button. This will populate the Bill To or Ship To field with the desired information.
Note: This process must be performed separately to insert the Bill To or Ship To addresses.
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