How to add addresses to a relation
Do you have a business card from your relation? This usually contains the address details. You will also normally find this information on the company's website. The lines hang under a header. In MKG you enter the address details at line level; after all, a relation can have several addresses. Follow this step-by-step plan to add an address to the relation card. |
Step 1. Go to the Addresses tab
On the module home page, find and select the relation to which you want to add addresses. The relation card opens and the relation header is filled with the general data.
Go to the 'Addresses' tab. This tab is now empty: there is No data available. The number of addresses present is also displayed in the label of the tab.
Step 2. Create an address line
You can now add one or more address lines on this tab. Click Address
to create a line. A list will now appear on your screen. This list contains the most important fields.
Address maintenance | You can of course enter the address details in the list. This list contains a number of standard fields. Double-click before the address line. This opens the address maintenance and you have access to more input fields and a better overview of the check boxes. |
Stap 3. Voer de adresgegevens in
Fill in the Street, House number, Postal code and City fields.
Step 4. Add the address
Click Save
You have added the address to the relation. By default, in the administration settings it is set that the postal code and the city name are shown in capital letters.
Add another address? | Repeat the previous steps for any other address you want to add to the relation. |
Step 5. Navigate to the Relation
Have you added one or more addresses? You can return to the Relation via the navigation bar. On the 'Addresses' tab you will see the added addresses listed in order. You can now set up an address as the default address for your process documents, such as the quotation, the order confirmation, the packing slip and the invoice. How to set up the default addresses
- Published:22 nov 2022 11:31
- TypeHandleidingen
- Category
- Product
- AvailabilityOpenbaar