General description #

You can add one or more addresses to a relation using the addresses tab in the relation screen. A relation might have their postal address, loading/unloading address, and invoicing address all at one location or different physical locations. You can add those details easily using various options

Each relation is required to have at least one “mail address.” This address is then used as the correspondence address for documents. Each relation can have only 1 “mail address.” However, if a company does not want to receive its invoices at the same address, you can add a second address and mark this as a “billing address.” When generating sales invoices, the details of this billing address will be used instead of the “mail address.”

Marking an address as a “loading/unloading location” means that the address will appear in loading and unloading dropdown preferences such as the contract screen and order lines in the order screen.

Adding a new address #

1. Click or press the “Add “ button.
2. Enter relevant data in the fields. The mandatory field “country” marked in red color must be filled out.

Detailed explanation of certain fields #

• Overridden company name: This field overwrites the company name from the relation from which the address is linked if a different name is needed on the documents.
• UBN/XML enabled: If this checkbox is checked for a relation, an additional UBN/XML file is attached along with every sales invoice. It is an internationally recognized invoice standard.
• Required Documents: Here you can add the documents required when a particular address is used for a relation. You can select the document required from the relation type(buyer, seller, or transporter) and add the name of the document. You will be prompted to upload/attach the documents required for an address whenever the address is used. The address can usually be used as an unloading or loading address.