How to create Customer Delivery Addresses

Created by David Joyce

Overview

This guide explains how to view, create, edit, update, and delete customer delivery addresses. It covers:

• Importing delivery addresses in bulk

• Creating delivery addresses directly from documents

• Editing and maintaining addresses over time

• Deletion rules and restrictions

Keeping delivery addresses accurate improves fulfilment, reduces delivery errors, and speeds up document creation.

Ways to Manage Customer Delivery Addresses

You can manage delivery addresses in two main ways:

1. Bulk import (best during onboarding or migration)

2. On-the-fly creation while creating documents (best for day-to-day operations)

Both methods feed into the same delivery address list for the customer.

Method 1 — Import Customer Delivery Addresses

If you already have delivery addresses in a previous system:

1. Go to Customers → List.

2. Click Import.

3. Select Customer Delivery Address Import.

4. Complete the import using the provided template.

This is the fastest way to load multiple delivery addresses at once.

Note: Importing is ideal at go-live, but it’s not always practical for new or one-off addresses.

Method 2 — Create a Delivery Address While Creating a Document

You can create delivery addresses without leaving the document you’re working on.

Example: Creating from a Sales Invoice

1. Go to Sales → Sales Invoices.

2. Create a New Sales Invoice.

3. Select the Customer.

4. Click the Delivery Address (location) icon.

5. Choose Add New Address.

6. Enter:

   • Address name (e.g. Galway)

   • Address code

   • Full delivery address (required fields are highlighted)

7. Click Save.

The address is immediately available for use on the document.

Using the Address on the Document

After saving the delivery address:

• Add your products or services

• Post the document (invoice, hire contract, etc.)

• Charge to account or take payment as required

The delivery address is now linked to the document.

Viewing Customer Delivery Addresses

To view all delivery addresses for a customer:

1. Go to Customers → Delivery Addresses (or via the customer record).

2. You will see all addresses currently stored for that customer.

Addresses added during document creation will appear here automatically.

Editing a Delivery Address

To edit an existing delivery address:

1. Open the customer’s delivery address list.

2. Click Edit on the address.

3. Update any required details.

4. Click Save.

Edits apply going forward and do not change historical documents.

Deleting a Delivery Address

To delete a delivery address:

1. Open the customer’s delivery address list.

2. Click the three dots (⋮) beside the address.

3. Select Delete.

Important restriction

• You cannot delete a delivery address that is already linked to a document

• This protects document history and audit trails

If an address was:

• Imported incorrectly

• Added by mistake

…and is not used on any document, it can be deleted.

Common Use Cases

• Creating a new delivery site while raising an invoice

• Adding a new hire location on a hire contract

• Maintaining multiple delivery locations per customer

You never need to leave your document to add or update delivery addresses.

Best Practices

• Import known delivery addresses during onboarding

• Add new addresses directly from documents when needed

• Use clear, consistent address names and codes

• Regularly review and clean up unused addresses

Summary

To manage customer delivery addresses:

• Import them in bulk during setup

• Create them on-the-fly while raising documents

• Edit addresses as sites change

• Delete unused addresses (if not linked to documents)

This keeps customer deliveries accurate and workflows efficient.