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How to set up the default addresses

If you send a lot of quotations, order confirmations, packing slips or invoices, you don't want to create or select an address every time. This article shows you how to assign a default address to each of your sales-related process documents in MKG.

Suppose you want all your sales quotations, order confirmations and sales invoices for a relation to contain the postal address of that relation by default and that your sales packing slips are addressed to the delivery address by default. You can easily set this up yourself. Follow this step-by-step plan to assign a default address to your sales-related process documents.

Step 1. Go to the Addresses tab

Open the relation card of the relation and go to the 'Addresses' tab. This contains the address lines of this relation. Optionally use the Preview display button

to hide the report preview. How to add addresses to a relation



Step 2. Make an address a default address

Double-click in the list before an address line to go to address maintenance. At the bottom you will find the group 'Default address' with two columns. In this group you can see at a glance for which process documents this address is the default address. Navigate to the other addresses if necessary.

You use the check boxes in the 'Sales' column if the relation is (or will become) a debtor, in the 'Purchase' column if the relation is (or will become) a creditor. If your relation is both a debtor and a creditor, you use both columns. Now tick the check boxes per address line for the process documents that should go to that address (Sales) or come from that address (Purchase) by default.


Relatie > Adres > Standaard adres > Fijnmetaal

In the image above you see the address 'PO Box'. There are three check marks under 'Default address'. What does this mean? This address will be used by default as soon as a sales quotation (report 8400), a sales order confirmation (report 8401) or a sales invoice (report 8403) is created for this relation.

Click Save



Step 3. Navigate to another address

Via the navigation bar you can quickly and easily navigate to any other address of this relation. Click on the dropdown indicator next to 'Address' and select the desired address.




The default address for your sales packing slip (report 8402) is of course not the postal address, but the delivery address. Select the correct address and check the 'Packing slip' box in the column 'Sales'.

Click Save


NB!
A check mark can only be active on one address. If you check a box that was already active at another address, MKG will automatically uncheck the box at that other address.


Step 4. Navigate to the Relation

You can return to the Relation via the navigation bar. On the 'Addresses' tab, the boxes for each address line are checked for which document that address is the default address.

In this way, the address field of every newly created sales quotation, sales order, order confirmation, sales packing slip and sales invoice is provided with the address details that you have entered for the relation. You can manually adjust this information in the quotation, order, packing slip and invoice.



addressdebtorcreditordelivery addresssales order confirmation (8401)sales quote (8400)relation cardsales packing slip (8402)sales invoice (8403)billing addressreport previewsales quote