Accounts w/ multiple addresses

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Erik Laramee

• August 30, 2016 19:25

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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  Tony

  • August 30, 2016 20:54

  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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  Mark Burke

  • September 20, 2016 12:46

  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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  Erik Laramee

  • September 20, 2016 13:08

  Thanks folks! We are going to try adding a new object specifically for addresses.

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