Edit Business Partner Address
In this section, you will find comprehensive instructions that will help you edit or update the existing business addresses with ease. By following the steps mentioned here, you can make changes to the address details hassle-free. Whether you need to update the street name, city, state, or zip code, these instructions will guide you through the entire process. Ensure you read and understand each step carefully before changing the business address.
List of Addresses
- After clicking on the Address band, the business partner address screen will appear, displaying the list of addresses.
- A business partner can have more than one business address.
- For instance, the following addresses are shown in the screenshot below:
- Business
- Billing
- You can also add a new address using the Add button provided
- A Chevron icon is located at the end of each band. Clicking on it or anywhere within the band will allow you to edit a level further.
Edit Addresses
- When you select a band from the address list, you will be taken to a corresponding address screen where you can modify the existing address. The screen will display various fields with pre-filled data.
- Address Type:
- This field allows you to modify the address type.
- A drop-down must be provided with the list of options. Following is the list of address types:
- Billing
- Business
- Private
- Shipping
- Other
- Address Line 1: Please fill in the Address Line 1 and 2 fields with your physical address details. You can modify both fields if needed.
- Address Line 2: If the address is long and cannot be accommodated in the Address Line 1, enter the remaining address in this field.
- Zip: The ZIP field allows you to edit the ZIP code.
- City: The City field allows you to modify the city name.
- Country: You can use the drop-down menu for the country name and select the appropriate country from the list.
- To save any changes, click the Save button in the action area.
- To discard the modification, click anywhere on the breadcrumb. Upon clicking the breadcrumb, a confirmation pop-up will appear.
- When you try to exit the screen without saving your changes, a pop-up will appear seeking confirmation.
- If you discard the changes, click the Yes button.
- However, if you want to keep the changes, click the No button. This will close the pop-up. Remember to save your changes by clicking the Save button.
Default Address
- Once you hover the mouse over the address band, the Default icon will appear on the row.
- The Default icon allows you to designate a selected address as your default address for your business partner.
- To set the selected address as the default address, click on the Default icon.
- Once the chosen address is marked as the default address, a Default chip will appear on the band.
Delete Address
- Once you hover the mouse on the address band, the Delete icon will appear on the row.
- The Delete button lets you delete your business partner's selected address.
- To delete the selected address, click the Delete icon.
Please note that you cannot delete the address marked as the Default address. If you want to delete that address, first assign another address as the Default, then proceed to delete the original address.
- When you click the Delete button for a band, a pop-up will appear to confirm the deletion.
- The pop-up will have two options - a Yes button and a No button.
- If you select the Yes button, the band will be deleted.
- However, the deletion process will be terminated if you select the No button.
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