Additional addresses and trips

Additional addresses

Additional address can be differing delivery addresses, differing invoice addresses or communication data of single contact persons of a company.

All additional addresses of a contact are listed in a table. The first column marks the type of the additional address.

 

ShA Delivery address, can be used in project documents by placeholders {DeliveryAddress}, {Del…}.
Inv Billing address, can be used in project documents by placeholder {InvoiceAddress}, {In…}.
A3 Additional address 3, can be used in project documents by placeholders {Address3}, {A3…}.
A4 Additional address 4, can be used in project documents by placeholders {Address4}, {A4…}.
Contact Contact person, overwrites the single default address when selected.
An Additional address of the contact type can be assigned to an individual address group, e.g. as indication to which contact person offers should be sent to.
The possible address groups can be defined individually in the selection lists.

 

Each additional address can be selected as a different basic address in a project document. E.g. when a differing delivery address is created it will be filled into the document automatically. But when a single order should be delivered to the main address, it can be selected in the document.

 

Additional addreses of a contact
Additional addreses of a contact

 

For administration of the additional addresses there are additional features available in the ribbon bar.

 

Add a new additional address
Add a new additional address and take over the details from main address or from the selected additional address.
Delete the selected additional address.
Opens a dialog for selecting the (delivery) trips allowed for the customer

 

In an additional address the same fields for address and communication details are available as for the main address.

 

Edit an additional address of a contact
Edit an additional address of a contact

 

Trips

The default trip is to be set by selection list. The possible values of the selection list can be individually defined in the global settings. The default trip of a contact can be printed on customer documents by placeholder. Customers can be grouped, filtered and searched for by the trip.

Additional routes to deliver the customer are configured via the allowed trips. Only these rips are then available for selection in a project for this customer.

In the fields for delivery time a time frame can be stored when the customer regularly accepts a consignment. This can be used for planning the trip and for printing this information on documents. Furthermore this information can be used for high-precision optimization within a trip planning software. The data can be exchanged by an individual interface.

 

Configuration of allowed trips for a contact
Configuration of allowed trips for a contact

 

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