Fact allows you to create one or more delivery addresses on an existing customer card.
Creating a delivery address
In the “Customer” menu, select an existing customer card
Click on the “Identity” widget
Click on the “+ Add” in the “Delivery address” section
Fill in the information concerning the delivery address
Confirm the changes by clicking on “Save”
The drop-down menu allows you to select an address from the list of delivery addresses created and to modify it by clicking on the "Edit" button
Choice of delivery address from a document
When creating a document, modify the customer's informations by clicking on the pen
In the section “Delivery address”, check the box "Specify a delivery address"
Click on "No delivery address selected"
Then select the desired delivery address
Finaly, click on "Save"
The modification of the delivery address will no longer be possible once the document has been validated and sent by email, downloaded or opened in PDF format |
Create a delivery address from the document
From the delivery address selection area on the document, it is also possible to add a new delivery address by clicking on "Add a new delivery address" :
