Managing customer addresses

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This topic describes how to manage customer addresses and view orders.

Prerequisites

To start working with customer details, go to Customers > Customers.

Each section contains reference information. Make sure to review it before you start, or just look up the necessary information as you go through the process.

Adding customer addresses

To add a new address:

  1. On the View Customer page, in the top right corner, click Add new Address.
  2. Enter the new address for the customer.
  3. Click Save.

By default, the first address added to a customer account is considered both for billing and for shipping.

If you need to have a different billing address or shipping address, do the following:

  1. Create an address as described above.
  2. Go to the Edit Customer page either from the Customers page or from the View Customer page.
  3. Choose one address to be the billing address and one address to be the shipping address.
  4. Click Save.

Reference information: Adding customer addresses

The following table describes the attributes you enter and select when adding a new customer address.

ATTRIBUTE DESCRIPTION
Salutation
First Name
Last Name
Customer’s salutation. If the other person is the point of contact for this new address, you need to populate the fields with the respective data. If the customer is the same, populate the fields with the same values.
Address line 1
Address line 2
Address line 3
The fields where you enter the address information except for the city, zip code, and country.
City
Zip Code
Country
City, zip code, and country of the customer.
Phone Customer’s phone number.
Company Customer’s company.
Comment Any specific comment regarding the customer or customer address (e.g., “This address is going to be used only if the order costs less than 900 euros.”).
Add new address page

Editing customer addresses

To edit a customer’s address:

  1. On the View Customer page, scroll down to the Addresses section and click Edit next to the address to be edited.
  2. On the Edit address page, make your changes and click Save.

Reference information: Editing customer address

The following table describes the attributes you enter and select when editing a new customer address.

ATTRIBUTE DESCRIPTION
Salutation
First Name
Last Name
Customer’s salutation.
Address line 1
Address line 2
Address line 3
Customer’s address information except for the city, zip code, and country.
City
Zip Code
Country
City, zip code, and country of the customer.
Phone Customer’s phone number.
Company Customer’s company.
Comment Comment regarding the customer or customer address (e.g., “This address is going to be used only if the order costs less than 900 euros.”).

Viewing customer orders

To view orders made by a specific customer:

  1. Navigate to the View Customer page and scroll down to the Orders section.
  2. To find a specific order, start typing either its order reference value or any other value that the table with the list of orders contains in the Search field. As you type, the list of matching orders will be created in the table.
  3. To view order details, click View. This will take you to the View Order page from the Sales > Orders section.