Transaction Basics
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      How do addresses populate on transactions?

      Introduction

      When you create a transaction, the address areas (such as bill to, ship to, bill from, and ship from) automatically populate with a default address from your company settings. The following document explains where these default addresses are pulled from and how you can change them on a transaction.
       

      For sales transactions

      Bill from and ship from

      This is your company's address. Paragon knows what address to pull because it was set up in your company profile from the settings page.

      Bill to and ship to

      When you enter a customer on a transaction, the bill to and ship to will automatically populate from the customer file.

       
      If the address is incorrect and needs to be changed, you can change it on the transaction itself and the changes will be made to the customer file automatically. Check out this article on adding new addresses to customers and transactions.

      For purchase transactions

      Bill to and ship to

      This is your company's address. The system knows what address to pull because it was set up in your company profile from the settings page.

      Bill from and ship from

      When you enter a vendor, the bill from and ship from automatically populate from the vendor file.

       

      Just like the sales transactions, if the address is incorrect on a purchase order and needs to be changed, you can change it on the transaction itself and the changes will be made to the vendor file automatically. Check out this article on adding new addresses to vendors and transactions.

       

       What's next?

      Now that you understand how addresses populate and how to edit them, why not explore some of our other handy articles on creating references on the go!