Forum Discussion

Tina1959's avatar
Tina1959
Experienced Cover User
8 months ago
Solved

multiple delivery addresses

We have a customer with a head office and about 12 locations - how do we go about adding further delivery addresses as we need to send invoices to head office only.

At the moment we can add 4 extra addresses and this is not enough.

Any suggestions?

  • Hi Tina1959 , the usual solution is to add customer cards for each branch, then invoice to the head office and select "another card" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

     

    You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.  

5 Replies

  • Mike_James's avatar
    Mike_James
    Ultimate Partner

    Hi Tina1959 , the usual solution is to add customer cards for each branch, then invoice to the head office and select "another card" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

     

    You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.  

    • Richard_Spencer's avatar
      Richard_Spencer
      User

      When we use this method, of alternate address cards, we cannot get the "contact" from the alternative address card to show on the invoice.

      The contact field in the custom form set up only allows for the master card contacts. Is there any way around this please?

      • Mike_James's avatar
        Mike_James
        Ultimate Partner

        Hi Richard_Spencer , that's true, it's the contact for the billing card. You may need to add a contact name as part of the address for the alternative card, and possibly save the invoice form as a separate form and remove the main contact field.

  • Earl_HD's avatar
    Earl_HD
    MYOB Moderator

    Hi Tina1959,

    Thanks for your post and my apologies for the late response. 

    We're pleased that the solution provided by Mike_James, has resolved your issue. If you have any more questions in the future, please don't hesitate to reach out, and one of our team members will be happy to assist you.

    Regards,
    Earl