Accounts w/ multiple addresses
Does anyone know if we can use AcctSeed to store multiple alternate addresses for a Vendor? I've take a look at the Warehouses and Locations objects but it is not immediately apparent how to use them.
Thanks!
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Erik,
Some customers have created their own address object with a relationship to the account and purchase order. If you populate a value on the lookup field to the address object on a purchase order you can use workflow rules to set the address on the purchase order automatically.
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We created an object "Office Locations" that lookup to Account. We label the location - Billing, Shipping, Bob's House - and add relevant address detail. We also include SITE which is a formula and that combines state and city in ST CITY format. Don't forget to include Country- you'll want it if you include shipping software.
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