Address Book

The address book is the central repository for client addresses. Here you can enter logistics centers, clients, and company locations, for example. Billing addresses are also stored here.

In the next step, orders are created using these addresses.

Overview

Create new client

1. Click on the plus symbol.
   Alternatively: Press SHIFT + C.
   The New client view opens.
   
2. Enter the company name.
3. Optional: Enter additional information such as VAT authentication number and bank details.
4. Optional: Enter a comment. The comment is for internal notes only and will not be processed further.

Create address

1. Click Create New Address to enter one or more addresses.
   The map search opens.
   
2. Enter the company name, address, or parts of it in the Map Search field.
3. Press the Enter key to confirm your entry.
   A suitable address is searched for and suggestions are displayed.

4. Under Select Place, you will see the first suggestion for your search entry. You can view and select further search results using the drop-down menu. You can also drag and drop the pin displayed to a different location.
5. Check the address details under Revice address. You can adjust the address if necessary.
6. Click Add.
The address is now displayed in the address field.
7. Optional: Select the Primary invoice address option to use this address for invoices.
8. If you do not want to make any further adjustments to the client profile, click Save.

Add contact person

1. Click on the plus symbol in the Contact row.
   A new field opens.
2. Enter the contact person's details.
3. If you do not wish to make any further changes to the company profile, click Save.

Set client as favorite

1. Click on the star in the Favorites column.
   Alternatively: Click on the star in the the Client Overview.

Search client

1. Enter a search term and/or select filter options.
2. Click on the magnifying glass icon.
   Alternatively: Press Enter.
   The search results are listed.
3. Optional: To reset the filter, click on the button with the filter icon.

Client overview

Open overview

1. Click on the row for the desired client in the overview.

The client overview opens.

close overview

1. Click on the cross icon.

Edit clients

1. Click on the pencil icon in the top right corner.
   The Update client view opens.
2. When editing a client, proceed as described in Creating a new client.

Delete client

1. Click on the trash can icon (delete client).
2. Confirm that you really want to delete the client.