Many business contacts operate from multiple locations or require different addresses for different purposes. A customer might have a head office for billing, a warehouse for deliveries, and regional offices across different states. Exacc's multiple address functionality allows you to store and manage all these addresses within a single contact record, ensuring invoices, shipments, and correspondence are sent to the correct locations.
This guide explains how to add and manage multiple addresses for a contact including understanding different address types, adding the primary and additional addresses, setting default addresses for billing and shipping purposes, using addresses correctly in transactions and documents, and maintaining address records as business circumstances change.
By the end of this tutorial, you will be able to configure comprehensive address information for your contacts, ensure invoices and shipments are directed to the appropriate locations, and maintain accurate address records that support efficient business operations. Let's get started!
Follow these steps to add and manage multiple addresses for contacts
Congratulations! You have successfully configured multiple addresses for your contacts in Exacc. Your contact records now contain comprehensive address information with proper categorisation for billing, shipping, and other purposes. Invoices will automatically be sent to the correct billing address, deliveries will be directed to the appropriate shipping location, and you have the flexibility to select alternative addresses when needed.
Maintain address accuracy by updating records promptly when contacts relocate or change their preferred delivery locations. Consider implementing a regular review process to verify addresses remain current, particularly for your most important customers and suppliers. Accurate address data prevents delivery delays, reduces returned mail, and demonstrates professionalism in your business communications.
For further assistance with address formatting, geocoding integration, bulk address updates, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.