Add sold-to, ship-to, and bill-to addresses for a prospect or customer

When a prospect or customer has more than one ship-to, sold-to, or bill-to address, record them all in Made2Manage.

You can also specify a ship-to or bill-to address without storing it in Made2Manage.

To add a ship-to, sold-to, or bill-to address

1. Open the Account Address (CRMADDR) page.

   a. Select Sales Management > Master Data > Accounts Address.

   Or

   b. Search for CRMADDR or Account Address in the Navigation box and then select Account Address.

   The Account Address (CRMADDR) page appears.

2. To add a new customer address:

   a. On the Toolbar, click New.

   b. Click the Account No lookup reference.

   The Lookup For Account No window appears.

   c. Select the row that contains the required account, and click Select. Or double-click the required account.

   Or

   To copy an existing customer address and edit that to create a new one:

   a. On the Toolbar, click Browse.

   The Browse For Account Address window appears.

   b. Select the row that contains the required account address that you want copy, and click Select.

   Or double-click the required account address.

   c. On the Toolbar, click Copy to copy the existing account address.

   The Account No field is populated automatically.

3. In the Address Type dropdown, select one of the following:

   • SHIP TO

   • SOLD TO

   • BILL TO

   The Key field is populated based on the Address Type selected.

4. In the Name field, change the name if the company name is different.

   The company name need not be the same as the primary company name. This allows for division names to be used and easily handled without changing the master account name.

5. Click the Jurisdiction lookup reference to select a tax jurisdiction.

   If the address is chosen on a document such as a Quote or Purchase Order, this tax jurisdiction is used as the default tax jurisdiction for the document and taxable items added to it. If your company uses geographic-based taxes, and if the address is a ship-to address, click the Jurisdiction lookup reference, and select the jurisdiction.

6. Click the Contact lookup reference to select the contact for the address.

7. Click Save.

8. On the Toolbar, click More Actions.

9. Select More Actions > Actions > Associated Sales Persons.

   The Associated Sales Persons (ADSLS) window appears.

   For more information, see the help topic Associate a salesperson with an address

10. In the Contact Information section, enter the appropriate phone numbers in the Business Phone, Home Phone, Business Fax, and Mobile fields.

11. In the Address, City, State/province, Zip/postal Code, and Country fields, specify the address information.

12. Click Save.

    TheCreated Date field automatically displays the current date.