Managing addresses for customers and vendors

Table of contents

• Creating addresses

• Entering address data

• Selecting default addresses

• Removing an address

• Addresses in orders

In Paragon, managing addresses works identically for both customers and vendors. You can add an unlimited number of addresses to a record, either during initial setup or at a later time.

Creating addresses

To add a new location to a record:

1. Open the customer or vendor master card.

2. Click the down arrow next to the address field and select new address.

Entering address data

There are two ways to enter address information:

A. Automatic search Start typing an address or a company name in the search bar. Paragon will suggest matching locations. Click the blue bar of the correct result to auto-populate the fields, then click the checkmark to save.

B. Manual entry If the address cannot be found automatically, you can fill in the fields manually (Address Line 1, Zip Code, City, etc.).

• Recipient (Geadresseerde): Use this field if the delivery name differs from the main company name.

• Country: This field is mandatory. You cannot save an address without selecting a country.

• Click the checkmark to save.

Selecting default addresses

Once multiple addresses are saved, you must define which ones are the defaults for financial and logistical purposes.

1. Click the invoice (Factuur) or shipping (Verzend) toggle to assign the selected address to that category.

2. Note: The master card only displays one address at a time, depending on whether you have the "Invoice" or "Shipping" toggle active.

3. Link/Unlink: * Use the chain link icon to make the shipping address identical to the invoice address.

   • Use the broken link icon if the shipping address must be different.

Removing an address

To delete an address that is no longer in use:

1. Open the record and click edit.

2. Select the address you wish to remove from the dropdown list.

3. Right-click anywhere within the address block.

4. Select remove address and confirm the deletion in the pop-up window.

Addresses in orders

When you create transactions (e.g., purchase orders or sales invoices), Paragon displays four distinct address types on your screen simultaneously for full visibility:

• Your own billing address (My Company)

• Your own shipping address (Warehouse)

• The partner's billing address (Customer/Vendor)

• The partner's shipping address (Customer/Vendor)