Forum Discussion

Tina1959's avatar
Tina1959
Experienced Cover User
2 years ago

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?

  • Mike_James's avatar
    Mike_James
    2 years ago

    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.  

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    2 years ago

    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
      7 months ago

      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 Cover User
        7 months ago

        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.

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.

 

Related content