Setting a Customer's Default Address
How to Set a Customer's Default Address
When managing customer addresses in the system, you have the option to set a default address that will remain unchanged, even when new orders are imported with different address information. This is particularly useful if you want to ensure that the customer's main address is always retained.
What Happens After Enabling This Setting?
Address Retention: When you check this box, the customer's address will remain the default address, regardless of any new address information that might be imported with future orders.
New Order Imports: If new orders are imported with a different address for this customer, the system will disregard the imported address and retain the default address you set.
Why Use This Setting?
Consistency: Ensures that the customer’s primary address remains the same, even if their orders come from different locations.
Control: Gives you control over which address is always used for order fulfillment or communications.
Follow the steps below to set a customer's default address:
1. Go to Customers
2. Click the Customer Number or use the Search field
3. Navigate to the Customer’s profile and locate the address section. Enable the 'Do Not Replace This Address When Geocoding' Option - Tick the box if you wish to keep this address as the default address for the customer.
4. Save changes
How to Set a Customer's Default Address
When managing customer addresses in the system, you have the option to set a default address that will remain unchanged, even when new orders are imported with different address information. This is particularly useful if you want to ensure that the customer's main address is always retained.
What Happens After Enabling This Setting?
Address Retention: When you check this box, the customer's address will remain the default address, regardless of any new address information that might be imported with future orders.
New Order Imports: If new orders are imported with a different address for this customer, the system will disregard the imported address and retain the default address you set.
Why Use This Setting?
Consistency: Ensures that the customer’s primary address remains the same, even if their orders come from different locations.
Control: Gives you control over which address is always used for order fulfillment or communications.
Follow the steps below to set a customer's default address:
1. Go to Customers
2. Click the Customer Number or use the Search field
3. Navigate to the Customer’s profile and locate the address section. Enable the 'Do Not Replace This Address When Geocoding' Option - Tick the box if you wish to keep this address as the default address for the customer.
4. Save changes
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