Introduction
Add new addresses to customers or vendors
Regardless of where you are, you'll first need to click the edit button to be able to change or add an address.
Select the type of address you'd like to create.
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.
Bill appears in blue, and the arrow next to the default 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.
New ship to addresses can be added in the same way as described above.
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.
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 for 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.
What's next?
- Here's a little bit more information on how addresses work in Paragon and how they populate on transactions.