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Create new addresses

Introduction

New addresses can be created in customer or vendor accounts, on transactions, and in your company setup. This document explains how to use the address tool, regardless of where you are in ParagonERP.
 

 

Scenario #1: Add new addresses to customers or vendors

Step-by-step instructions

  • Step 1: Edit customer or vendor

Whether you are in the customer or vendor module, you'll first need to click the edit button to be able to change or add an address.

On the address portion of the screen, you will see two types of addresses: bill and ship.

In edit mode, click on the blue arrow for any address type to see all of the available addresses for that type.

In this example, we are using the customer modal.

Once we click on the edit button, the address section appears as follows.

  • Step 2: Add new bill to address

Bill appears in blue, and the arrow to the right of the default bill to address for the customer is also in blue. If you want to add a new bill to address for this customer, click on the blue arrow to go to the next modal.

Click on new address to proceed to the next modal.

In the top field, search company address enter the new address that you want to add. As you type the address, Google Maps will find the first available match and display it in the field below the address line that you are entering.

In the above example, the address has been found. Click on the address that shows in bold to accept it.

The address information will fill in the various fields available in the modal.

At this point, you can fill in other information if required.

Addressee - You can use this to enter another name for the customer for this address, such as the store number.

Addressee 2 - If you want to use a second name for this bill to address, enter it here.

Address line 2 - A suite number or a PO box can be entered here.

Address line 3 - Additional address information can be entered here.

In this example, we have added Carrier Whse 1 in the addressee field and Building 2 in the address line 2 field. The formatted address to the right of the modal has been updated with the extra information.

Click on the accept button to return to the main customer screen. The new address will show.

The original address will still be available. Just click on the blue arrow next to the address to see all available addresses for the customer.

Remember to click on the save button to keep the new address that you have entered.

  • Step 3: Add new ship to address

To add a new ship to address, click on the ship type. Ship will now appear in blue.

Click on blue arrow. Follow the instructions for adding bill to addresses to add new ship to addresses.

 

Scenario #2: Adding addresses to transactions

On transaction screens, you can access all four address types on one screen: Bill From, Ship From, Bill To and Ship To.

Using the instructions above for adding an address to a customer, click on the blue arrow next to any address type in any transaction and use the new address option.

 

Scenario #3: Adding new addresses to My Company

Addresses can also be added to the my company setup. Use the instructions above to add new addresses to the bill to or ship to in settings/system/my company.

 

Removing addresses from companies

To remove an address from customers or vendors, you can right-click on the address on the company file to delete it. This will delete the address and prevent it from being used in the future, but will leave it as is on historical transactions.

If you click on remove address, you will see this notification:

Click on accept or cancel depending on if you want to proceed with the removal or not.


Related articles

- Import and export addresses

- Here's a little bit more information on how addresses work in Paragon and how they populate on transactions.