Setting up Shipping Address

Introduction

This topic explains the step-by-step procedure for adding a shipping address after an order has been confirmed during an in-store purchase.

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Steps to Add Shipping Address

1. Click the checkbox to select the product for shipping.

   

2. The system automatically selects the From address, which represents the store where the product was ordered.

   

3. Click To go to Add Shipping Details page.

   

4. Click Add Customer in CUSTOMER DETAILS to import the customer details from Contacts and automatically fill in the following fields:

   

   • First Name*: Enter the customer's first name.
   • Last Name*: Enter the customer's last name.
   • Company Name: If applicable, enter the name of the company associated with the customer.
   • Phone Number*: Enter a valid phone number.
   • Email*: Enter a valid email address.
   • GSTIN: If applicable, enter the customer's GST Identification Number (GSTIN) for tax-related purposes.

   Note:

   • Fields marked with * are mandatory.
   • If the phone number and email are not automatically updated when importing customer data from Contacts, manually enter them.

5. Search for the customer in the Contacts search box.

   

6. Click to select the customer from the search list and complete the customer details.

   

   

7. Enter the following Add Bill to Address fields to deliver the order to customer's specified location:

   

   • Address Line 1*: Enter the street address, including block and building details.
   • Address Line 2: If applicable, enter the building name and unit or room number.
   • City*: Provide the city or ward name.
   • Prefecture*: Select the relevant prefecture.
   • Postal Code*: Enter the area's postal code.
   • Country*: Select the country from the dropdown list.

   Note:

   • * Indicates the field is mandatory.
   • If the customer is already saved, use Search address box to locate and select the saved address.

8. Click Save Address to customer checkbox to save the address to existing customer profile.

   

9. Click Save to add the To address.

   

   

10. Click Ship Option* to select either Free Shipping or Chargeable Shipping (tax included).

    

    

11. Click Done to return to the Sales Order page to complete the payment for the selected product.