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Manage a project's delivery addresses

Add site and delivery addresses, choose the default for purchase orders, and copy in the client's address.

Who can do this: admins and managersUpdated

A project can have several delivery addresses, such as the site and a storage unit. The default address is used on new purchase orders.

Before you start

  • You need permission to edit projects.

Steps

  1. Open the project and click Settings, then Delivery & billing.
  2. Click Add address.
  3. Fill in Recipient / company and the address. Add a Site contact, Contact phone and Delivery instructions for the supplier.
  4. Click Save.
  5. To make an address the default, click Set default on it.
  6. To copy in the client's address from your CRM, click Sync client address.

What happens next

  • The first address you add becomes the default automatically.
  • Sync client address adds a "Client address" entry, or updates it if it is already there.

Good to know

  • Recipient / company is required.
  • To remove an address, click its bin, then Remove. The bin only shows when there are at least two addresses.
  • Removing the default does not pick a new one. Set another address as the default before you remove it.
  • If the client has no address in your CRM, you see This client has no saved address to sync.