How to add a new ‘Bill To’ or ‘Ship To’ address

1. Navigate to the Customers Standard window

2. Search for the customer using wildcards where necessary
3. Click on the customer’s record and click ‘OK’ to open up the customer details
4. Click onto the ‘Classification’ Tab and check the ‘Profile Class’
5. Click back onto the ‘Addresses’ tab
6. In the ‘Addresses’ tab, click on ‘New’ at the bottom of the page
7. Click into the ‘Address’ field to type in the new address details
8. Complete all the mandatory (yellow) fields
9. Click OK
10. Click into the ‘Usage’ field and select either ‘Bill to’ or ‘Ship to’
11. In the ‘Location’ field, type the postcode followed by the city of the new address you have just created
12. Save your work if you have created a Ship To address
13. Only if you have created a Bill To address complete the following steps:
    1. Click ‘Open’
    2. Click into the ‘Revenue’ field and another window opens
    3. Click into the Activity field and type in the following code: WH00139
    4. Click into the IE Code field and type in this code: 9800
    5. Click into the Source of Funds field and select the suitable option
    6. Click OK
    7. Save the changes made
    8. Click into the ‘Contact’ field
    9. Select a name from the LOV
14. Close the window
15. Close the ‘Address’ window