To edit a customer’s shipping address in the web console:
- Log in to the Onsight web console at https://sales.onsightapp.com/.
- Click on ‘Customers’ from the left-hand side menu.
- You will see a list of all of your customers.
- Click on the customer that you want to change the shipping address for.
- Click the ‘Edit’ button.
- Click on the ‘Address’ tab.
- Scroll to the ‘Shipping addresses’ section.
- Find the shipping address that you want to change, click on the options menu icon and then click on ‘Edit’.
- Use the ‘Label’ field to describe the shipping address (for example, Warehouse South, Warehouse North). It is important to label your addresses as smaller phone screens will only display the label and not the full address when creating an order/quote.
- Update in the rest of the address fields.
- If you enable the ‘Default’ field, then this shipping address will become the default shipping address for all the orders and quotes for this customer.
- Click the ‘Save’ button.
