Managing company unit addresses

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This page describes the procedure of creating and managing company unit addresses. The address is created to be assigned to a company business unit.

Prerequistes

To start working with company unit addresses, go to Customers > Company Unit Addresses.

Review the reference information before you start, or just look up the necessary information as you go through the process.

Creating company unit addresses

To create a company business unit:

  1. On the Overview of Business Unit Addresses page, click Create Company Unit Address in the top right corner.
  2. On the Create Company Unit Address page:
    • Select company and country from the respective drop-down lists (the company values are taken from Customers > Companies).
    • Enter the City, Zip Code, and Street values to complete the address. Number, Addition to address, Comment, and Labels fields are optional.
  3. Once done, click Save.

Editing company unit addresses

To edit a company unit address:

  1. On the Overview of Business Unit Addresses page, in the Actions column, click Edit Company Unit Address if you want to change address details such as the Company the address belongs to, country, City, Zip Code, Street, Number of the building, Additional Information for the address, Comments, and Address labels.
  2. Click Save.

Once the address is created, you can assign it to the business unit. To assign an address:

  1. Navigate to Customers > Company Units .
  2. On the List of company business units page, in the Actions column, click Edit for a business unit you want to update with an address.
  3. On the Edit Company Business Unit page, click the Addresses field. You can select from one to many values. The list of values available for selection is limited to those addresses assigned to the company the same as the business unit is assigned to.
  4. Click Save.

Reference information

The following table describes the attributes you see, select, or enter while creating or editing a company unit address.

ATTRIBUTE DESCRIPTION
Company Drop-down list with the values from Customers > Company.
Country Drop-down list with the countries available for selection.
City Text field where you enter the city name.
Zip Code Text field where you enter the zip code value.
Street Text field where you enter the street name.
Number A text field where you enter the street number.
Addition to address Text field where you enter any additions to the address that you create.
Comment Text field where you enter any comment regarding the customer address.
Labels Multi-select field with the labels for selection.

What’s next?
The next step in the company account setup is to created company roles and users. See the Managing company roles and Managing company users articles.