VISION ERP – Training Guide

278-Address change                                                                                                                                                Mar  26, 2020

 

Address Change 

Whether  the customer calls to let us know of their address change or on a Sales Call the salesperson finds out that customer is already on our system but with and old address, the process is the same to change the address on the customer file.

  1. Pull the customer file 
  2. Edit and under the Address Tab uncheck both the Shipping and Billing address.
  3. Under the Label write the word “Inactive”.
  4. Click Ok.

 

  1. A second line will show up with the Default Shipping and Default Billing already checked so just edit the new address by clicking on the pencil under the Edit.
  2. Enter the new address (for instructions on how to create an address see doc 271)

 

Tip: When customer has an address change, always verify all other personal information such as email and Phone #.  Any active delivery contract should be inactivated and a new contract created for the new address.

NOTE: Never just edit the new address over the old address. Never hijack and address.  We want to have record of all the addresses the customer had.  Also, hijacking addresses for people that have active contracts, will not change the address in the contract and deliveries will still go to the old address.