Customer addresses and contacts
Where: a customer → Addresses & contacts.
Who: customer.view to see, customer.update to assign; features Address assignments and
Contact assignments. Showing the actual address needs party.address.view; the contact,
party.contact.view.
Addresses and contacts belong to the Party. In Customers you only choose which one to use for each purpose. The address is never copied, so correcting it on the Party corrects it everywhere.
Purposes
| Address purpose | Used for |
|---|---|
| BILLING | Where invoices are addressed |
| SHIPPING | Where goods are delivered |
| RETURNS | Where returns are collected from |
| STATEMENT | Where statements are sent |
| REGISTERED | The registered office |
| GENERAL | Anything else |
| Contact purpose | Used for |
|---|---|
| PURCHASING | The buyer who places orders |
| ACCOUNTS_PAYABLE | The person who pays your invoices |
| SALES, DELIVERY, STATEMENTS, INVOICING, GENERAL | As named |
Assign an address or contact
- First make sure the address or contact exists on the Party (Parties screen).
- On the customer, open Addresses & contacts and use Assign an address or Assign a contact.
- Fill in:
| Field | Example |
|---|---|
| Shared address / Shared contact | Address #812 – 12 Mill Lane, Leeds |
| Customer purpose | BILLING |
| Primary for this Customer purpose | Ticked |
- Save. You see "Assignment saved." and the Addresses or Contacts table updates.
Rules:
- The address or contact must belong to this customer's Party and be active.
- The same address can be assigned once per purpose.
- Only one primary per purpose. Making a new one primary replaces the previous primary.
If a save is interrupted, select Reconcile assignment before trying again.
Next: Holds, notes and references.