Customer Addresses

The Customer Addresses guide covers the reusable shipping and billing addresses used when creating or editing orders.

Saved addresses are offered as quick-pick options so users do not have to retype address details every time.

What Customer Addresses are

Use saved addresses to store common destinations such as:

• customer name or contact name
• company name
• street and address lines
• city or town
• county or state
• postcode or ZIP
• country
• phone number
• email

These records are intended to speed up order entry and reduce typos.

Orders keep an address snapshot

When you select a saved address on an order, ParcelPilot copies the full address into the order record.

That means:

• updating the saved address later does not change old orders
• past labels, paperwork, and shipping documents stay consistent with what was originally shipped

If an address changes for future orders, update the saved address or create a new one and select it on the next order.

Where these addresses are used

Saved Customer Addresses are the source of truth for the Ship To and Bill To quick-pick choices used in Orders.

Typical use cases:

• repeated shipments to the same retail stores, branches, or distribution centres
• a standard billing address that should be used consistently
• multiple contacts at the same site, such as Goods In and Accounts

Common workflows

Add a new address

1. Go to Customers or the relevant address picker on the order flow.
2. Create or save the address details.
3. Enter the shipping and billing details you want available for reuse.
4. Save.

Edit an existing address

Use this when the address is still fundamentally the same destination, but details have changed such as:

• phone number
• recipient name
• unit or suite number

Remember that changes apply to future orders only.

When to create a new address instead of editing

Create a new address when:

• the destination is a different site
• you need to preserve an old address for reference
• a customer has multiple delivery points that should remain separately selectable

Best practices

• use consistent naming for quick selection
• prefer a dedicated contact name and phone number for delivery issues
• keep delivery instructions on the order or notes fields rather than forcing them into address lines

Troubleshooting

I updated the saved address but the old order did not change

This is expected. Orders keep a snapshot of the address at the time the order was created or edited.

Wrong Ship To or Bill To printed on paperwork

• confirm which address was selected on the order
• if the order is still editable, update the order address snapshot and regenerate the paperwork

Summary

• Customer Addresses are reusable Ship To and Bill To options
• orders store an address snapshot
• changing a saved address affects future orders, not historical ones