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.
These are the addresses that are set up in the customer module for the selected customer.
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. The section below will cover how to change the default address.
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.
These are the addresses that were set up in the vendor module for the selected vendor.
Just like the sales transactions, 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 vendor file automatically. The section below will cover how to change the default address.
Changing the address that populates
Sometimes, you may need to change a company's address on a transaction. To change the bill from address on a transaction, make sure bill from is highlighted.
Bill from is highlighted when it appears in blue. Ship from is greyed out because bill from is selected.
Click the drop down arrow and select the correct address.
Edit the address
Right-click on the address of a customer or a vendor to display the button edit address.
Click on edit address and the modal below will appear:
For a complete explanation of the address feature in Paragon - please refer to the
create a new address article.
You can edit any field. Once done, click accept and you will need to select one of the options below:
Note that no matter which option is chosen, the company will have the edited address available as a new address in the address drop down menu:
If you're creating a transaction, and need to create a new address for that customer or vendor, you don't need to go into the company module. You can create a
new address while you're in the transaction.
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!
