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How to Add 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 > Addresses and click the New button in the toolbar. 

    Alternate Steps

    Click the arrow next to the New button, or press Alt + N keys and select Address.

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  2. 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/+

  3. 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.

  4. Automatically or manually validate the address: 

    • Click the Process Address button to automatically validate an address. 

    • Check the Validated checkbox to manually validate an address.

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How to Edit an Address

  1. Go to Maintenance > Addresses.

  2. Double-click the address you would like to edit. 

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How to Delete an Address

  1. Go to Maintenance > Addresses

  2. Click the address you would like to delete. 

  3. Click the delete icon Image Modified in the toolbar.

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Address Form

General

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Example: The original city entered did not match so the corrected change is highlighted red.

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Global Address vs Customer Specific Address

A global address is available when placing orders for any customer in the Operations App.  A customer specific address is available to only that specific customer ID during order placement inside the Operations App.

Note

"Allow Customer Address Points" in the Orders tab of the customer record must be checked to view customer specific addresses. See Customers - New/Edit Customer for more information.

Example

Customer 1 has a customer specific address for the Phoenix Zoo. 

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CXTU Courses/Lessons

  • CSR Role Training: Addresses