Forum Discussion

Tina1959

Experienced Cover User

2 years ago

multiple delivery addresses

We have a customer with a head office and about 12 locations - how do we go about adding further delivery addresses as we need to send invoices to head office only.

At the moment we can add 4 extra addresses and this is not enough.

Any suggestions?

Mike_James
2 years ago
Hi Tina1959 , the usual solution is to add customer cards for each branch, then invoice to the head office and select "another card" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.

Mike_James
Ultimate Cover User
2 years ago
Hi Tina1959 , the usual solution is to add customer cards for each branch, then invoice to the head office and select "another card" option for the shipping address, and choose the branch card. People often create recurring transactions for each branch, with minimal line details, so that they can also customise the journal memo to show the branch, because then the statement will include the journal. Then use the appropriate recurring transaction for each new branch sale.

You won't get sales analysis by branch, because the head office is the billing customer, but 3rd party report writers such as ours can help with that.
- Richard_Spencer
  6 months ago
  When we use this method, of alternate address cards, we cannot get the "contact" from the alternative address card to show on the invoice.
  The contact field in the custom form set up only allows for the master card contacts. Is there any way around this please?
  - Mike_James
    Ultimate Cover User
    6 months ago
    Hi Richard_Spencer , that's true, it's the contact for the billing card. You may need to add a contact name as part of the address for the alternative card, and possibly save the invoice form as a separate form and remove the main contact field.
Earl_HD
MYOB Moderator
2 years ago
Hi Tina1959,

Thanks for your post and my apologies for the late response.

We're pleased that the solution provided by Mike_James, has resolved your issue. If you have any more questions in the future, please don't hesitate to reach out, and one of our team members will be happy to assist you.

Regards,
Earl