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Creating Common Addresses in Client Details

Updated

Note: Adding Common Addresses via the “Client Details” Screen only able to be performed by Head Office, other users can add “Common addresses” via the Booking Screen

(See “Book a Job Using Common Addresses” for more details on this process)

 

Step 1

Go to the Client Administration screen by  clicking the following icon in the top left corner.

Step 2

Select the client you would like to add a Common Address by using the search function.

Common_Addresses_Client_Details-02.png

Step 3

Select “Common Addresses” section of the Client Details within the “Contact Info” Section

  • Click “Create New” Button in the top right corner of the screen to add a new Common address.

  • Required Fields for “Common Addresses”

  •  
    • Location Name – This is the name that the Common Address will have when selecting from the Common Address List
    • Search for an Address – The user can search for the address from a database of government listed addresses.
    • Default Dispatch Address – if this is set to yes, then pickups will automatically select this common address when booking a job.

NOTE: This is only available if another address is not already selected as the default

  •  
    • Standby Rates Apply – if this is set to yes, then Standby Rates will apply on timed jobs for when the driver is on site at this location.
    • Demurrage Rates Apply – if this is set to yes, then Demurrage Rates will apply on jobs for when the driver is on site at this location.
    • Associated Contacts with this address – The user is required to select a company contact that was created with a Site Contact Role.
  • If the user gets a message of “No contact available. Please add a Company Contact with the role of ‘Site Contact”.

  • A new company contact needs to be added with the role of “Site Contact” or update an existing Company contact to have the role of “Site Contact”.
  • Once the Company contact has a role of “Site Contact” it will appear as an option to be selected in the Associated Contacts of the common address

Step 4

Once all the details have been entered the “Save” button is selected.

 

Step 5

The below is how the Common Addresses section will appear once a Common Address has been successfully added.

  • Existing common addresses Can be Selected to edit. 

 

 Step 6

The above steps  are repeated until all the relevant Common Addresses have been added.