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Attaché Accounts: Customer Masterfiles - Customer Delivery Addresses - set up, enquire or delete

Updated yesterday

Customer Delivery Address Maintenance allows you to add or modify customer delivery addresses. You can set up any number of delivery addresses for a customer.


Setting up Customer delivery addresses

To set up a Customer Delivery Address:

  1. Go to Customers, Masterfiles, Delivery Addresses, Maintain.

  2. Enter the Customer Code.

  3. Enter a unique Reference number.

    📌Note:

    • Try to create a meaningful reference that will allow you to easily identify a delivery address. For example, you may wish to use part of the street or suburb name, such as Rhodes, Carlton, Hunter etc. Together with the Customer Code, the Reference is used to access the delivery address.

    • You cannot change the Reference. You must cancel or delete the delivery address and re-enter it with the correct reference details.

  4. Enter the address, contact details and related details in the Details tab.

  5. You can add a Memo in the Memo tab.

  6. You can also enter Notes from the Notes (F4) button.

  7. Click Accept (F9) to save the changes.

  8. If you have entered multiple delivery addresses for a customer, you can select a delivery address to be used as the default in customer transaction entry. To do this, first display that address then choose SetDefault (F5), followed by Accept (F9). This updates the Default Delivery Address Code field in the customer Masterfile.

    📌Note:

    • If you set a default delivery address and then choose Cancel (F3), the default will not be updated in the Masterfile.

    • In the Customer Delivery Address list, asterisks (***) are displayed in the DEFAULT column if that address has been set as the default.


Print customer delivery addresses

To print, display or send to file a report showing details of the customer delivery addresses that have been set up in Customer Delivery Address Maintenance choose Reports, Customers, Details/Labels, Delivery Address List.


View or Enquire on Customer Delivery Addresses

You can also view delivery address details in Masterfiles, Customers, Delivery Addresses, Enquire.


Delete a Customer Delivery Address

To delete a delivery address, choose Masterfiles, Customers, Delivery Addresses, Delete.

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