Forum Discussion

Tina1959's avatar
Tina1959
Experienced Cover User
9 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 ...
  • Mike_James's avatar
    Mike_James
    9 months 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 Partner
9 months 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
    User
    2 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 Partner
      2 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.

      • Richard_Spencer's avatar
        Richard_Spencer
        User
        2 months ago

        Thanks for your quick response, Mike. Your suggestions are helpful.  I didn't mention everything - we have a reason for wanting all the addresses to be the same shape with the contact names to appear consistently in the same place, (it's to do with dovetailing in with the postal service system). The problem is only when we use alternative address cards.  We are experimenting with using the referral field when we know we need an alternative card address - and pulling that through in the contact position. It might work. 

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