How can I change or add a new shipping address to an order/quote?

When you create an order/quote for your customer, the default shipping address will automatically be allocated. You can change to a different shipping address or add a new shipping address.

To change a shipping address on an order/quote:

  • Tap on your cart to view your draft order/quote
  • On your tablet or iPad, tap on the menu item ‘Deliver To’ on the right.
  • On your phone, tap on ‘Next’ until you see the ‘Deliver To’ view.
  • In the example below, you can see two possible shipping addresses. The ‘Head Office’ shipping address is the default address.
  • You can change it to ‘Chelsea Park’ by tapping on the address. (Note: When you create a new order/quote for the same customer, the selected shipping address will go back to the default shipping address that is listed under the customer’s record.)
     
     
    Change a shipping address on order

     
     
    To add a new shipping address for an order:

    • Tap on your cart to view your draft order/quote
    • On your tablet or iPad, tap on the menu item ‘Deliver To’ on the right.
    • On your phone, tap on ‘Next’ until you see the ‘Deliver To’ view.
    • Tap on ‘+ Add shipping address’ at the bottom of the screen

       
       
      Add a new shipping address to order

    • Add the new shipping address into the empty fields

       
       
      How can I add a new shipping address - display fields

    • The address that you have added to the fields will display on the specific order/quote only. (Note: The address will also be saved under the customer’s record as a non-default shipping address).