Address Creation and Promotion
Last updated
Last updated
To promote an Address the Account should be Promoted or Linked to Sage 100.
On the ERP Addresses and Fields tab for the Account, you can create a default shipping address by clicking the Def. Ship Address button.
To promote the address, fill in all the details and click the Save and Promote button.
| Field | Description |
|---|---|
Address Code | For easy identification, the Address code should always be unique (two addresses for the Account cannot have same Address Code) |
Is Default Ship-To-Address? | Do you want this to be the Default Address in Salesforce and Sage |
Address Type | Is the new Address created a Billing or Shipping address |
Address Name | Same as the Address Code, Address Name should also be unique |
To view/edit the promoted shipping address click on the pencil icon under the Action panel to edit (bottom left).
A new window will open displaying all the address details, update the details if needed and then click on the Update button to promote the address.
Here we have updated the Address line 3.
To create a default Billing Address click on the Def. Bill Address button and Save (the Update button will promote the address to Sage 100).
