How To: Change the Address on a Sales Order
Table Of Contents
You can change the invoice or delivery address on a sales order at any point while the order is in an editable stage.
Addresses are selected from the customer's saved address list and can be applied using drag and drop from the Delivery Address Choices panel.
Important: If the customer only has a single address, the invoice address cannot be changed until an additional delivery address has been created. This can be done using the New Address button or the Postcode Lookup feature (if enabled).
Before You Start
If you are editing an existing sales order, it must be in an editable stage within the Sales Invoice Manager.
Change the 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.
- Locate the required address in the Delivery Address Choices panel on the right-hand side of the screen.
- Drag the address from the Delivery Address Choices list.
- Drop the address onto either:
- The Invoice Address section, or
- The Delivery Address section.
- Check that the correct address is now displayed.
- Press Ctrl+S or click Save to save your changes.
Result
The selected address will now be associated with the sales order and used when generating invoices, delivery notes and other related documents.
Tips
- Review both the invoice and delivery addresses before saving the order.
- If the required address does not appear in the Delivery Address Choices list, create a new address first using the New Address option.
- Addresses can be reused across multiple sales orders without re-entering the details each time.
- If Postcode Lookup is enabled, new addresses can be added quickly using postcode search.