How do I add an address for a business partner?

Overview

The business partner address in metasfresh comprises a set of different data and appears on documents such as order confirmation, delivery note, invoice, etc.

This example shows you which data is used to compose a document address.

Steps

  1. Open the entry of an existing business partner in the detailed view or add a new one.
  2. Go to the record tab “Location” at the bottom of the page and click "Add new". An overlay window opens up.
  3. Optional: In the field Name of BPartner, enter an alternative name that shall appear as recipient on the supporting documents instead of the business partner/company name.

    Note: Unless an alternative partner name is specified, the name from the business partner entry will be used by default.

  4. Give the location entry a Name, e.g., “Headquarters”, “Branch office” or similar.
  5. To enter an Address, click on the "Edit" button.
  6. Enter the Street & House No., ZIP code, City and Country of the company.

    Note: If you choose, e.g., “United States” as Country, you can also enter the Region. Simply close and re-open the address editing window by clicking the edit button twice and the field will appear above Country.

  7. Enter the company’s GLN (Global Location Number), if available.
  8. Use the checkboxes to configure the location entry as required, e.g., Ship Address, Is Invoice Default, Handover Location, Visitors Address, etc.
  9. Click “Done” to close the overlay window and add the address to the list.

    Note: You can add several addresses this way, if required.

  10. metasfresh saves the progress automatically.

Example

GIF: Add address (tab)


View source file on GitHub.com