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Customer Locations

Managing Customer Locations helps ensure accurate delivery and billing information, reducing errors and making order fulfilment more efficient.

Customer Locations allow you to manage the addresses associated with your customers, such as delivery, billing, or other business locations. Keeping location information accurate and up to date helps ensure orders and deliveries are directed to the correct address and makes customer management more efficient.

This document explains how to view, add, edit, and manage Customer Locations in Supply’d.


The Customer Locations Tab

The Locations tab on a customer’s page lists the locations associated with the customer, providing a central location to view and manage customer billing and shipping addresses and location details.

To view a customer’s locations:

  1. Select Customers from the main menu.

  2. Select a customer to open their details.

  3. Select the Locations tab.

Click on an location to view its details.

Location Details

Details relating to this location.

Opening Hours

The operating hours for this location when a delivery can be made.

Advanced

Advanced settings for this location, such as latitude, longitude and a map.


Adding a Location

Some initial location details are added when first creating the customer (see Adding a Customer). Additional information and locations can be added from this page.

1

Click Add+

With the Locations tab open, click on Add+ in the top right.

The Add Location form will open.

Complete the sections as follows:


2

Location Details

Complete the Locations Details section.

Location Name* [required field]

A name for the location for internal use. Usually, this is the suburb or area where the store is located.

Location Type

Whether or not this address is used for billing and/or shipping. You can only have 1 billing address.

Address* [required field]

The street address of the location.

Suburb* [required field]

The suburb of the location.

State/Province* [required field]

The state or province where the location is situated.

Postcode* [required field]

The postcode for the location.

Country* [required field]

The country in which the location is.


3

Operating Hours

Select the operating hours for this location when a delivery can be made.

To update the Opening Hours:

  1. Click .

  2. Enter the required delivery availability times.

  3. Click to apply your changes.

If you need to restore the default Opening Hours:

  1. Click .

  2. Click 3 dots in the top right of the form and select Reset Opening Hours.

You will be asked to confirm.

Click .

This will restore the location's default Opening Hours.


4

Advanced

Advanced settings for this location. This shows the exact location for this site, including its latitude and longitude coordinates, along with a map for visual reference.


5

Save

Click to save all the contact's details.

The new location will show in the Locations list.


Editing a Location

1

Select the customer whose location you would like to edit:

  1. Select Customers from the main menu.

  2. Select the customer.

2

Select the location you would like to edit:

  1. Go to the Locations tab.

  2. Select the location.

3

Click the 3 dots on the top right and select Edit Location.

The Edit Location from will open.

4

Change any required details for the location, following the guidelines for Adding a Location above.

5

Click to apply the changes.


Removing a Location

1

Select the customer whose location you would like to remove:

  1. Select Customers from the main menu.

  2. Select the customer.

2

Select the location you would like to remove:

  1. Go to the Locations tab.

  2. Select the location.

3

Click the 3 dots on the top right and select Remove Location.

You will be asked to confirm.

Click .

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