Address
You can document the addresses linked with a Lead, Customer, Supplier, Shareholder, Sales Partner, or a Warehouse.
Additionally, you have the option to include an Address as an independent record without associating it with any of the mentioned entities.
To access the Address list, go to:
Home > CRM > Address
1. How to create an Address
- Go to the Address list and click on New.
- Select Address Type.
- Enter details in Address Line 1, Address Line 2, City/Town, County, State, Country.
- Enter Email Address, Phone and Fax.
- Enter Link DocType and Link Name to link this address to customer, supplier etc.
- Save.
You can also add an Address from the Customer or Supplier record by clicking on “New Address” button as shown below.
To Import multiple addresses from a spreadsheet, use the Data Import Tool.
2. Features
2.1 Link an Address to Multiple Entities
An address can be associated with multiple customers or suppliers.
Moreover, an address can be linked simultaneously to both customers and suppliers.
2.2 Address Title
If the address is unlinked to any entity, you must manually provide a title.
However, if the address is associated with an entity such as a customer or supplier, the title is automatically generated in the format ‘Entity Name-Address Type’.
2.3 Preferred Billing Address and Shipping Address
If you mark ‘Preferred Shipping Address’, the address will be automatically inserted into the Shipping Address section in Sales Order, Sales Invoice, and Delivery Note transactions.
Likewise, if you select ‘Preferred Billing Address’, the address will be automatically inserted into the Billing Address section in Sales Order, Sales Invoice, and Delivery Note transactions.
2.4 GST Localization for India
If the customer or supplier is registered under GST, you can input the GSTIN and GST State in the Address section. Ensure that the entered GSTIN follows a valid format.
In sales transactions, the GSTIN is fetched along with the address.
You can also include addresses for your company’s facilities. To do so, mark ‘Is Your Company Address’, choose Company in the Link DocType field, and specify the Company Name in the Link Name field for these addresses. Subsequently, you can select them in the GST Sales Invoice to display your company’s address.
Note: GSTIN is to be added in Address and not in Customer/Supplier, as one Customer/Supplier may have multiple GSTIN (one for each state where he conducts his business).