• Adding an Address to a Customer

To Add an Address to a Customer in Trade Only VISION, follow the instructions below:

Step 1: From your Dashboard, click on Customers from the Contacts tab.



Step 2: Click on the customer you wish to add an address.


 Step 3: Click on Additional Addresses.


Step 4: Once you have opened Company Info, click on Add Another Address under Alternate Addresses.

Step 5: A box will pop up where you can add the address. Click Save when you are done.

Step 6: Once it is saved, you will be able to see the new address under the Alternate Addresses field.