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Where do I enter basic data?
Where do I enter basic data?

Address management of the organizations

Patric avatar
Written by Patric
Updated over a week ago

Customer data can be created directly when creating a new order. 

Create Quote / Customer / Create Organization

or directly in the menu item "Organizations" then "New organization".
Here you can also make more extensive settings like e.g:

  • General information

  • Persons

  • Addresses

  • Payment Terms

  • Additional information

  • Partner conditions

  • API access key

(Invoice)-addresses are entered directly in the order. Delivery address in Shipment. (i.e. when creating the shipment)

Keyline remembers all addresses and suggests them for a new order. Using the quick search, an address can be selected from the organization's address pool.

If you want to delete or change addresses, you can do this directly in the address management under Sales / Organization / Selected customer / Addresses

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