Delivery Details
This form contains customer delivery detail information. You can assign multiple delivery addresses to each customer to ship inventory items to a physical address that is different from the customer's business address. You can assign any address to an invoice, sales order, or job.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Delivery address no
Enter or select a code number for this delivery address, between 1 and 999. This is used to select the delivery address for the customer during transaction entry.
Is Primary
Select this option to specify the selected address as the primary address to default to invoices, credit notes, sales orders, packing slips, and standing orders/invoices for the customer. Only one address per customer can be specified as the primary address.
Inactive
If you select this option, for the selected address, the address will not be available to select during data entry.
Name
Enter the name of the delivery address, up to 50 alphanumeric characters long. The default value is the customer's name when you are setting up a new address.
Address Lines 1-3
Enter up to 50 alphanumeric characters per line to represent the delivery address. You must enter a description into the first line.
Suburb
The label for this field is the Suburb in Country Maintenance. You can enter a 50 character alphanumeric suburb, or select one from a pre-populated drop down list (suburbs available to select depend on the country that is selected. Greentree is currently pre-populated with suburb codes for New Zealand and Australia.
When a suburb is selected from the list, the postal code, state and time zone (if required) updates to relevant fields. You can edit or select a suburb code. The field may also be left blank, it is not mandatory.
Post code
The label for this field is the Postal code in Country Maintenance. You can enter a 10 character alphanumeric post code, or select one from a pre-populated dropdown list (codes available to select depend on the country that is selected. Greentree is pre-populated with post codes for New Zealand and Australia).
When a code is selected from the list, the suburb, state and time zone (if required) updates to relevant fields. You can edit or select a post code.
State
This field is enabled if the Country Maintenance option Use state in address details is selected.
The label for the field is the State in Country Maintenance. You can enter a 20 character alphanumeric state, or select one from a dropdown list.
You can edit or select a state at any time.
Country |
Terminology |
Lookup Available? |
New Zealand |
City |
Yes |
Australia |
State |
Yes |
USA |
State |
Yes |
UK |
County |
Yes |
Canada |
Province |
Yes |
All Others |
State |
No |
A state associated
with a post code or suburb always overwrites an existing value in this
field.
Country
Select the country code for the delivery address.
T/Zone
This field is enabled if the Country Maintenance option Use time zone in address details is selected.
You can enter a six alphanumeric character timezone (recommended in standard format such as +12:00). If a suburb or postal code was selected from a list, the timezone associated with that selection defaults into this field.
A timezone
for a (subsequently selected) post code or suburb always overwrites
an existing value in this field.
Tax code
This field is enabled if the customer is for a company subject to North American sales tax. Since sales tax of this nature can apply using the location to which goods are delivered, a sales tax code may be specified using the delivery address location. If no tax code is assigned here, the customer's default tax code will be assumed.
Phone
Enter up to 50 alphanumeric characters for the phone number associated with the delivery address. If phone masking is in use, this field will be formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.
Mobile
Enter up to 50 alphanumeric characters for the mobile number associated with the delivery address. If phone masking is in use, this field will be formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.
Fax
Enter up to 50 alphanumeric characters for the fax number associated with the delivery address. If phone masking is in use, this field will be formatted with the phone or fax mask defined in Country Maintenance. You can also enter free-form text following a masked format if required, for example, for an extension number.
Contact
Enter the name of the main contact person for this delivery address, up to 30 alphanumeric characters long.
Email address
Enter up to 256 alphanumeric characters for the delivery address-specific email address.
Web address
Enter up to 256 alphanumeric characters for the delivery address-specific website address.
Run Number
This field displays the run number that is of the customer's delivery address. This is enabled if the Sales Order module is in use and delivery run and drop sequence function is being applied.
Drop sequence
This field displays the drop sequence of the customer's run number. This is enabled if the Sales Order module is in use and delivery run and drop sequence function is being applied.
Next delivery address
Use this to save the delivery address and display the next delivery address.
Instructions
Enter any instructions specific to the delivery address.
Delivery Address Table
This table displays all the delivery addresses set up for this customer. You can edit this table.
- Customer Delivery Run and Drop Sequences
- Masterfile Address/Contact Features
- Country Maintenance
- Tax Location Maintenance
- Delivery Run & Drop Sequences - Setup