Delivery Code

A code used to select the Delivery Address when entering invoices. The default delivery code will be selected when a sales order or invoice is raised for the customer. The address can be over-typed or another code selected.

Delivery Address 1 - 5

Delivery Country Code

Post Code

Delivery address details.

Shipper Code

Select the usual Shipper for the Customer.

Custom 1

Custom 2

Useful for storing extra details such as base freight charges per address. Label can be replaced in AR Settings.

Latitude

Longitude

The Latitude and Longitude geo coordinates for the address.

Toolbar

Expand Toolbar (Ctrl+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Zoom to form view to see the delivery details.

Insert (F4)

Insert a new delivery address for the customer.

Move up

(Shift+Up)

Move down

(Shift+Down)

Move the line up or down.

Delete (F3)

Delete the delivery address.

Print (Ctrl+P)

Print a report of addresses for the selected customer or save as an Excel Worksheet or PDF file to send by email.

Sort List (Ctrl+F2)

Select the sort criteria in Sort - Delivery address.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields visible in the grid.

Set Default Address (Ctrl+D)

Select an address to be the default delivery address for the customer. Default Address is displayed in Bold.

Insert from Customer

Add a delivery address line to the grid, containing the Address details for the Customer.

Get Coordinates

Find the geo coordinates for the address.

Note: The Company.OnGeoCode Script Event must be assigned to access this function.

Edit Coordinates

Edit the geo coordinates for the address.

Map Coordinates

Open a map in the default web browser set to the geo coordinates or address.

Note: The Company.OnMap Script Event must be assigned, and a geo location or Address Line 1 must be entered to access this function.

Banking Details

Media Code

When receipts are entered, the Media code is used for the Banking Summary. Select the code to be used for the Customer.

Add/Edit Rule

Add a CB Rule for the Customer for Bank statement matching.

If there is already a rule for the Customer the Rule will open in CB Rules.

If more than one rule is found for the Customer you will be prompted to select from the list of Rules in CB Select Rule.

Bank Through

Selected, Receipts will be banked immediately (rather than requiring the Banking Summary). This is useful for Customers who pay by Direct Credit.

Payer Name

Bank Account No

These fields are for reference only. They can be used with MaxBasic to automate direct debit Electronic Banking.

Bank Account No fields are stored encrypted, permissioned explicitly, and all changes are logged in the CO Bank Account Change List.

Bank Reference

Bank Particulars

Details entered against banking transactions for reference.