Overview:
- Learn to manage customer addresses.
Why manage your customer addresses?
Managing customer addresses ensures accurate delivery and billing by keeping records up to date. This minimises errors and streamlines shipping and invoicing processes.
Note: You can manage your customer address from the Customer Card or Contacts depending on where you begin creating a customer.
How to manage your customer addresses?
- Select Customers on your Wiise landing page. The customer list displays.
Note: You can search for Customers from the top right-hand corner of your page and then select the related link. - On your customer list, select an existing customer that you want to manage addresses for. The customer card displays.
- Navigate to the Address & Contact section. You can add a new address or edit the existing address in the Address fields.
Note: You can manage multiple addresses for a single customer or contact. - Select Customer. Then, select Ship-to Addresses.
- The Ship-to Address List displays.
- Select New to add a new address or select Manage to edit, view or delete an existing address.
Note: In the Ship-to Address list, you have the option to update additional address fields such as shipment method code, shipping agent code, shipping agent service and service zone code. Then, in the Shipping section of your customer card, you can update the Ship-to Code address you’ve added. - You now know how to manage customer addresses.
What’s next?
Find out how to manage customer contacts.
Need more help?
No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.