Summary

The customer shipping section in SalesPRO software gives you the ability to have multiple location addresses, each of which has a designated label.  In order to show the correct customer shipping address (order installation address) a bit of modification may be needed on process reports.  This article will provide instructions on making that modification. 


Instructions

  • From within the SalesPRO software, go to the Setup tab.
  • On the Setup tab, select the Process Reports icon.

  • Locate the report to be modified, then double click to open the Modify Report Layout window.
  • Select the Addressing tab.
  • You have the option of showing only one address, or showing two (Address 1 and Address 2 tabs).  Typically, if showing two addresses, Address one is billing and Address 2 is shipping. For this example, we'll use only Address 1.
  • Using the drop down menu under Address to display, change to Installation.

  • Press OK to exit and save your changes.
  • Repeat for any other repots that need to be changed.


How to use use the new report

  • By default, your report will now reflect whatever Shipping (Installation) Address is entered as the default in the customer record.
  • If you wish to change the Installation Address for a particular quote or sale,  go to the Installation/Other tab in Order Entry.
  • Click on the Select Alternate Hyperlink. (NOTE:  This hyperlink will not be available until the Q/S/O has been saved at least once.)
  • Click on the correct Address.
  • Press OK.
  • Save the Quote/Sale or Order.




Your Process Report will now show the selected installation address.


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Applies to:

  • SalesPRO software