Product Documentation
Product Documentation
To configure default ship to and billing addresses for your customers, navigate to the "CRM" section in the operations portal.
Then, click "Companies". In order to access "Companies" you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView and companyEdit", or "crmCompanyView and crmCompanyEdit". Just a reminder, "crmCompanyView and crmCompanyEdit" access only allows employees to view companies that are assigned to them.
Enter the company code or name in the field to search.
Click on the more details icon to see the company details.
Click the "Addresses" tab. In order to access “Company Addresses” you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: “companyAddressView” and “companyAddressEdit”.
Click the "Show/Hide Columns" icon to customize your grid view.
Select the "Default Billing" and "Default Delivery" to add it in the grid.
These columns indicate whether the address is the default billing or default delivery address for the account.
Search for the company address you would like to set as default delivery and billing. You can enter the ship to code or name in the field.
Then, click on the more details icon.
On the ship to that you would like to set as the default billing address,change the "Default Billing" field to "Yes". On the ship to that you would like to set as the default delivery address, change the "Default Delivery" field to "Yes".
When the customer under this company logs in, the default company address should show on the top left corner.
The default shipto and billing should also be selected by default when checking-out. Click on "My Cart".
Click on the "Location" tab.
The Default Billing and Shipping Address should be the address that you set in the Operations Portal.
