Fact allows you to create one or more delivery addresses on an existing customer card.
Creating a delivery address
- In the “Customer” menu, select an existing customer card
- Click on the “Identity” widget
- Click on the “+ Add” in the “Delivery address” section
- Fill in the information concerning the delivery address
- Confirm the changes by clicking on “Save”
The drop-down menu allows you to select an address from the list of delivery addresses created and to modify it by clicking on the "Edit" button
Choice of delivery address from a document
- When creating a document, modify the customer's informations by clicking on the pen
- In the section “Delivery address”, check the box "Specify a delivery address"
- Click on "No delivery address selected"
- Then select the desired delivery address
- Finaly, click on "Save"
The modification of the delivery address will no longer be possible once the document has been validated and sent by email, downloaded or opened in PDF format |
Create a delivery address from the document
From the delivery address selection area on the document, it is also possible to add a new delivery address by clicking on "Add a new delivery address" :
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