cats:procedures:accounting:multipleaddress

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cats:procedures:accounting:multipleaddress [2019/03/18 20:44] amandacats:procedures:accounting:multipleaddress [2020/03/03 17:40] (current) jen
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 =====Multiple Address Tool===== =====Multiple Address Tool=====
-{{entry>0;Address;-}} {{entry>0;Contacts;-}} {{entry>0;Multiple Address Tool;-}}+{{entry>0;Contacts;-}} {{entry>0;Multiple Address Tool;-}}
 Each company can have multiple addresses. CATS allows you to add or edit any address field found on invoices, traffic forms, delivery orders and contracts. There are a few ways to do this. Each company can have multiple addresses. CATS allows you to add or edit any address field found on invoices, traffic forms, delivery orders and contracts. There are a few ways to do this.
  
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 Go to **Accounting > Accts:Name/Address > Review Account**. Go to **Accounting > Accts:Name/Address > Review Account**.
-[{{:cats:procedures:accounting:multipleaddresstools_menu.png?|Multiple Address Tool from Account}}]+[{{:cats:procedures:accounting:acctsreview_accessmenu.png|Multiple Address Tool from Account}}]
 Enter an account record that you want to add or edit the address and press **OK**.\\  Enter an account record that you want to add or edit the address and press **OK**.\\ 
 [{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}] [{{:cats:procedures:accounting:multipleaddresstools_editaccountrecord.png?|Edit Account Record}}]
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 [{{:cats:procedures:accounting:multipleaddresstools_addmainaddress.png?|Add Main Address}}] [{{:cats:procedures:accounting:multipleaddresstools_addmainaddress.png?|Add Main Address}}]
 Assign a tag to the new address and press **OK**.\\  Assign a tag to the new address and press **OK**.\\ 
 +
 +<note tip>Addresses are identified by their tag. The **Main** tag is the default tag for this company. You can add new addresses, each with their own tag. 
 +Some special tags include:
 +  * **''CONTRACT''** - Automatically shows up as the counterparty address on contract confirmations.
 +  * **''INVOICE''** -  Automatically populates as the counterparty address on invoices for this account. 
 +  * **''DO''** - Shows up as the default address for this account on Delivery Orders. 
 +
 +</note>
 +
 [{{:cats:procedures:accounting:multipleaddresstools_addmainaddresstag.png?|Tag New Address}}] [{{:cats:procedures:accounting:multipleaddresstools_addmainaddresstag.png?|Tag New Address}}]
 The new address will show in the address information box.\\  The new address will show in the address information box.\\ 
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 Highlight the address you want to delete and press **Delete**.\\ Highlight the address you want to delete and press **Delete**.\\
 [{{:cats:procedures:accounting:multipleaddresstools_deleteaddress.png?|Delete an address.}}] [{{:cats:procedures:accounting:multipleaddresstools_deleteaddress.png?|Delete an address.}}]
- 
-====Address Tags==== 
-Addresses are identified by their tag. The **Main** tag is the default tag for this company. You can add new addresses, each with their own tag.  
-Some special tags include: 
-  * **''CONTRACT''** - Automatically shows up as the counterparty address on contract confirmations. 
-  * **''INVOICE''** -  Automatically populates as the counterparty address on invoices for this account.  
-  * **''DO''** - Shows up as the default address for this account on Delivery Orders.  
  
 ====Looking Up or Adding Addresses On Forms==== ====Looking Up or Adding Addresses On Forms====
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 Press **Cancel** then **Exit** to return to the review account menu.\\  Press **Cancel** then **Exit** to return to the review account menu.\\ 
-{{tag>"multiple address tool" "address" "contacts"}} +{{tag>"multiple address tool" "managing contacts"}} 
  
  • cats/procedures/accounting/multipleaddress.1552941898.txt.gz
  • Last modified: 2019/03/18 20:44
  • by amanda