Once you have set up your main account details in the 'Account' tab in 'Operations | Customer Accounts' (see Entering Main Account Details) you can now add in one or more addresses for the customer account. These addresses are added in the 'Addresses' tab and will be available for the customer to select from online during the checkout. You can tailor which addresses a particular buyer sees in the 'Buyers' tab (see Adding Buyers To Your Customer Accounts).
The list at the left of the 'Addresses' tab contains all the addresses that have been set up for the account. Click 'New' to add a new address. Click 'Remove' to remove the address from the list. You need to go to 'Housekeeping | Purge | Purge Customer Accounts' to permanently remove the address from the list.
Note: You can click the 'Copy Details From Order Contact' button to copy in an address from an order you have received. For a more in depth explanation, see the note in Customer Account Overview.
The first address you add is automatically given a 'Short Name' of 'Main Contact'. You can edit this in the settings to the right. The settings within this area are as follows:
Note: * indicates a required field.
|
Field |
Meaning |
|
Short Name |
This is the internal reference to the address. This is used to identify the address in the checkout, but is not shown on the receipt or any reports generated by Actinic. |
|
Address* |
The lines for the address. Note: Address line 3 of the address is required. |
|
Zip/Post Code* |
The postal code for the address. |
|
Country* |
The country for the address. The list of countries here can be edited in 'Settings | Locations…'. For more details, go to Changing The List Of Countries And States. |
|
State/Province |
The state/province for the address. The list of states here can be edited in 'Settings| Locations…'. For more details, go to Changing The List Of Countries And States. |
|
Valid as Invoice Address |
Select this box if you want this address to be a valid invoice address for the customer account. This means it can be selected as an invoice address for the main contact in the 'Accounts' tab (see Entering Main Account Details). You may also want to use it as the invoice address for the individual buyer (see Adding Buyers To Your Customer Accounts). One of the 'Valid' boxes must be ticked in order for the address to be accepted by Actinic. |
|
Valid as Delivery Address |
Select this box if you want this address to be a valid delivery address for the customer account. This means it can be selected as a delivery address for the individual buyer (see Adding Buyers To Your Customer Accounts). One of the 'Valid' boxes must be ticked in order for the address to be accepted by Actinic. |
|
Tax 'Exempt' fields |
Depending on whether or not you allow customers to be exempt from either tax 1 or tax 2 in 'Business Settings | Tax' (see Setting Up Tax), you can choose to exempt customers from paying tax by selecting this box. Enter a tax registration number (or equivalent) in the field provided. |
You may want to now go back to the 'Account' tab and select one of the addresses you have created in the 'Invoice Address' field.