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How to Create and Validate a New Address

If an address cannot be validated, the distance will be based of the center of the zip code provided.

  1. Go to Maintenance > Address.

  2. Click the + button in the top right.

  3. Enter the address information. Required information to validate an address is:

    1. Address - The Address field is the street address in "US Postal Code" format.  This includes numeric address, street name, and proper prefixes (N, S, E, W, etc), suffixes (Place, Pl, Road, Rd, Lane, Ln), and abbreviations when used.  If a suite or room number is included in this field, the validation process will move it to the Suite/Room/Apartment field.

    2. City

    3. State/Zip/+

  4. Enter a Customer ID for the address to be customer specific. The default is set to 0, meaning all customers can use the address. See Global Address vs Customer Specific Address for more information.

  5. Automatically or manually validate the address: 

    • Automatically: Click the action menu and select Process Address.

    • Manually: Check the Validated checkbox to manually validate an address.

How to Edit an Address

  1. Go to Maintenance > Address.

  2. Click the address you would like to edit or click the action menu at the end of the row and select Edit

Tip

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the addresses and clicking the edit pencil icon in the top right.

How to Delete an Address

  1. Go to Maintenance > Address

  2. Check the checkbox of the address(es) you would like to delete. 

  3. Click the delete button in the top right.

Address Form

General

The General tab of the address form contains the address, phone, and default order information.

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However, if the Phoenix Art Museum is set up as a global address, where the Customer ID is set to 0, then both Customer 1 and Customer 1106 can see the Phoenix Art Museum address.

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