A Sales Ledger account can have up to 997 different delivery addresses.
They can be created in the customers account as described here or directly
from a sales order using the icon
1. Select Gx Sales on the toolbar.
2. Select Customer Details from the menu.
3. Enter the customers Account Code.
4. Click the Delivery Addresses button.
5.
Address Reference - delivery addresses must begin with 003 since 001
is reserved for the invoice address and 002 for statements.
6. You may click on the
New Delivery Address button or the Delivery Address Search button
or simply enter a 3 digit reference.
7. Clicking on the
New Delivery Address button will automatically assign the next delivery address reference and allow you to input the new delivery address details.
8. Clicking on the
Delivery Address Search button will take you to the search screen, click here to view it.
9. Enter the company Name at this delivery address.
10. Enter the full address. If you are using a 3rd party web site for your e-commerce solution you may have mandatory fields that must be filled in. The minimum information for a valid address is line 1, 2 and the postcode (UK only).
11. Select the correct Contact Name for this address
or use the Contact Search button. Refer to
these instructions
on the contact search or these for creating contacts. Selecting the correct contact person for this
address, and selecting the correct delivery address for that contact
person, allows these details to be linked in sales orders. I.e. if you select
a delivery address it puts the correct contact name in the order, likewise
if you select a contact name, it automatically inserts the correct delivery
address for them.
12. Enter the Telephone Number and Fax Number for this address.
13. Tick the Amendable in Sales Order? check-box to allow this address to
be over-typed in a sales order, without having to update it in this address
maintenance program. This is used for one-off addresses that do not
need permanently saved on the customer's file. It saves the address
keyed into the sales order so that it can be reviewed in order enquiries,
even if the permanent record for this address reference is updated in the
maintenance program. It is customary to use address reference 999 for
this purpose and leave address 003 - 998 as unamendable permanent
delivery addresses on the account.
14. Click the Analysis Details tab.
15. Select the Area Code, Zone Code and Drop Number for this delivery
address if applicable. You can create area codes and zone codes if new
ones are required.
16. Select the Invoice Address for orders to this delivery address.
17. Select the Currency for orders to this delivery address.
18. Select the Rep Code for this delivery address if it is different to the rep
for the account.
19. If Power-Gx is integrated with your web site and you do not want the address visible on it tick the Website Disabled box.
20. Set up Cost Centre references and Description that relate to this
delivery address.
21. Click the Delivery Instructions tab to set up instructions that will print on
delivery notes produced for this address.
22. Save your new address.
23. Create any others required for this account by using the next available
address reference.
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