How Do I Manage and Assign Delivery Addresses?

How Do I Manage and Assign Delivery Addresses?

Delivery Addresses in Clarus WMS: A Quick Guide

This guide will show you how to add, manage, and assign delivery addresses within Clarus WMS. It allows you to keep all addresses in one central place, making it easy to select them for sales orders without re-entering details.


Step-by-Step Guide

1. Open the Delivery Addresses Section

In the left-hand menu, click on Delivery Addresses. A list of addresses you have saved will appear.

2. Add a New Address

Click the +New button. A new screen will open where you can enter the address details.

3. Fill in the Address Details

Enter all the necessary information, such as the street, city, and postcode.

4. Activate or Inactivate the Address

To change whether the address is active or not, click the Active button. The status will update. Then, click Save to confirm your changes.

5. Complete and Save Additional Sections

After saving, you will see sections for External System References and Address. Fill these in if needed, then click Save again to finish.

6. Assign a Delivery Address to an Account

Go to the Accounts list and select the account you wish to assign a delivery address to.

7. Scroll to the Delivery Addresses Section

On the account details page, scroll down until you find the Delivery Addresses section.

8. Assign a Delivery Address

Click the dropdown box, and a list of available addresses will appear. Select the correct address and then click Assign Delivery Address.

9. Unassign an Address

To remove an address from an account, click the Unassign button next to that address.


FAQs

Can I edit a saved delivery address?

Yes, simply select the address from the list, update the details, and click Save.

What happens if I deactivate a delivery address?

Deactivated addresses will no longer appear in the dropdown when you are choosing a delivery address for sales orders.

Can I assign multiple delivery addresses to one account?

No, you can only assign one delivery address to an account at any given time.

How do I add a new account to assign an address?

Navigate to the Accounts section, follow the steps to create a new account, and then you can assign the delivery address.

What is the 'External System References' section for?

This section is used for linking addresses to external systems, but you can leave it blank if it's not needed.


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