Address Creation and Promotion

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.

Address Details

  • 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).

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