How To: Add a New Address in a Sales Order
Table Of Contents
You can add a new delivery address to a sales order at any time while the order is in an editable stage. This is useful when goods need to be shipped to a different location from the customer's default delivery address.
Before You Start
If you are updating an existing sales order, it must be in an editable stage within the Sales Invoice Manager.
Add a New Address
- Open a Sales Order screen (show me how).
- Either:
- Create a new sales order, or
- Open an existing sales order.
- Open the [ Sales Order | Detail | Addresses ] tab.
- Press Alt+E or click Edit to enter edit mode.
- Add the delivery address using one of the following methods.
Option 1: Use Postcode Lookup
If Postcode Lookup is enabled:
- Click the Postcode Lookup button.
- Enter the postcode in the Search field and press Enter.
- Enter the property number in the # field.
- Click OK to populate the address fields.
Option 2: Enter the Address Manually
- Click the address button to the right of the Delivery Address field.
- Enter the delivery address details manually.
- Press Ctrl+S or click Save to save the sales order.
Result
The new delivery address will be stored against the sales order and used when processing and dispatching the order.
Tips
- Always check the postcode and house number before selecting an address from the lookup results.
- Review the completed address carefully before saving the sales order.
- If the order has already progressed through the Sales Invoice Manager workflow, you may need to move it back to an editable stage before changes can be made.