How to set up default addresses

Suppose you want all your sales quotes, order confirmations, and sales invoices for a relation to automatically include the mailing address of that relation, and your packing slips to be addressed to the delivery address by default. You can easily set this up yourself. Follow these steps to assign a standard address to your sales-related process documents.

Step 1: Go to the 'Addresses' tab

Open the relation card of the relation and go to the 'Addresses' tab. Here you will find the address lines of this relation. Optionally, use the Preview 

Step 2: Set an address as the default address

Double-click in the list before an address line to go to address maintenance. At the bottom of the screen, you will find the 'Default Address' group with two columns: 'Sales' and 'Purchase'. In this section, you can see at a glance for which process documents this address is the default address: the Quote, the Order, the Packing Slip, and the Invoice. Optionally, you can navigate to the other addresses as well.

You use the checkboxes in the 'Sales' column if the relation is a debtor (or will be), and in the 'Purchase' column if the relation is a creditor (or will be). If your relation is both a debtor and a creditor, then you use both columns. Now check the boxes per address line for the process documents that should go to that address by default (Sales) or come from that address (Purchase).

In the image above, you see the address 'P.O. Box'. Under 'Default Address', there are three checkmarks. What does this mean? This address will be used by default when a sales quote (report 8400), a sales order confirmation (report 8401), or a sales invoice (report 8403) is created for this relation.

Click Save

Step 3: Navigate to another address

Through the navigation bar, you can quickly and easily navigate to any other address of this relation. Click on the dropdown indicator next to 'Address' and select the address you want.

The default address for your packing slip (report 8402) is obviously not the mailing address, but the delivery address. Select the correct address and check the 'Packing Slip' box in the 'Sales' column there.

Click Save

Step 4: Navigate to the 'Relation'

Via the navigation bar, you can return to the Relation. On the 'Addresses' tab, the checkboxes are checked per address line for which document that address is the default address.

The address field of each newly created sales quote, sales order confirmation, packing slip, and sales invoice is automatically filled with the address details you have entered for the relation. You can manually change these details in the quote, order, packing slip, and invoice.