Overview

Adding an alternate location to an existing customer location allows you to modify or supplement customer location information within the system.

Instructions

1. Navigate to the Organization page and select Locations.
2. Select the Store Location the customer is associated with.
3. Click View Customer Locations.
4. Select the customer to modify.
5. Under Alternate Location, enter the alternate address, or enter the Latitude & Longitude, or move the map point to the appropriate location.
6. The map point will update accordingly. (Tip: Use Google Maps or similar services to find the exact location. Right-click over a location to obtain latitude and longitude.)
7. Click Save to update the location.

Adding a new store with an alternate location:

1. Select Locations from the Organization page.
2. Choose the Store Location the customer will be associated with.
3. Click View Customer Locations.
4. Click Add Customer Location.
5. Enter the Customer Information, including Name, Address, and Customer Number.
6. Click Add Alternate Location and enter the details as described above.
7. Provide Contact Information and Receiving Instructions.
8. Click Add to finalize the process.

Adding Alternate Location Geo Points to Customer Location (Downloadable PDF)