Shipping addresses are the location where supply and retrieval orders are delivered, and from which pickup orders are picked up.
- Select Records Management | Administration | Manage Addresses. The Manage Addresses screen opens.
- Click the Choose Customer dropdown and select the customer you are creating the address for. Existing addresses that belong to this customer display on screen.
- Click the Add Address button. The address wizard opens.
- Enter shipping address details. Complete all required fields; a complete and accurate shipping address is required for delivery and pickup:
- Ship To Code: Assign a unique, up to 7-alphanumeric character Ship To Code that represents this address. Periods (.), dashes (-) and backslashes (/) are supported. This code cannot be edited after the address has been saved.
- Contact Information: Enter the name, number and email address of the person who should be contacted with questions about the address.
- Review the assigned users who will have access to the address when placing an order. All users are automatically assigned when you create a new address. Manually unassign users that should not have access.
- Individual Users: Click the checkbox to the left of the username to assign and unassign individual users.
- All Users: Click the Assign All Users and Unassign All Users links or the checkbox at the top of the list to update the list in bulk without having to individually select users.
- Click Confirm to review all of the information for this address on a single screen.
NOTE: Click the <Choose Users and <Address Details buttons to return to prior steps in the wizard and modify your selections.
- Click Finish. The address is created and you are returned to the Manage Address screen where the address now displays. Users that belong to the customer can now select this address when placing an order.
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