Designated Billing and Shipping Address
Dante Perez
InkSoft should have the functionality to be able to assign a billing address and shipping address to a customer.
Government Entities, such as school districts, approve of quotes/proposals with purchase orders(PO). The billing address stays constant since you are billing the main office of the district, however the shipping address varies on which school/organization is placing the order.
I would recommend to fix the billing address field to the company and the shipping address to the customer in InkSoft CRM.
This will help us in two ways:
- When creating a quote/proposal the correct billing and shipping address will be pulled from the respective fields to expedite sending quotes.
- When exporting invoices to QuickBooks, there would not be an intermediate step to edit the addresses to that shown in the PO.
These two ways will help expedite business' billing and collections department and decrease unnecessary inputs that could lead to error.
N
Nick Damin
This would be helpful as it is a normal function of running a business.
C
Chais Meyer
Agreed! It would be nice to nice to mimic an Amazon.com sort of system with address management. If we want to have five addresses for billing and 15 addresses for shipping, for a single customer, and then choose a default for both (allowing us or the customer to select the appropriate billing/shipping address for a specific order), that would be great!