Accurate management of billing and shipping addresses is crucial for efficient order fulfillment and invoicing. Katana allows you to add, edit, and manage these addresses directly within each sales order (SO), providing flexibility and precision in your sales operations.
Types of addresses on a sales order
Each sales order in Katana includes two primary address fields:
Billing address: The address associated with the payer of the goods.
Shipping address: The physical address where the order is to be delivered.
Note: By default, the shipping address mirrors the billing address. However, you can modify either address as needed for each order.
Adding or editing addresses on a sales order
Create a SO or quote:
Click on the global + Create button.
Select + Sales Order or + Quote from the dropdown menu.
Add a customer to the order:
In the Customer field, select an existing customer or create a new one.
If the customer's addresses are already set up in their customer card, these will auto-fill in the order.
Edit billing or shipping address:
Click on the Bill to or Ship to field.
A pop-up window will appear. Enter or update the address details.
Utilize the Google address search by typing into Address line 1 and selecting from the dropdown suggestions to auto-fill address details.
Click OK to save the changes.
Tip: Modifying addresses on a SO doesn't alter the customer's default address stored in their customer card. This allows for order-specific address customization.
Address behavior with ecommerce and accounting integrations
Ecommerce orders:
SOs imported from platforms like Shopify or WooCommerce will carry over the address information provided by the customer during checkout.
Accounting Platforms:
When generating invoices in integrated accounting platforms such as Xero or QuickBooks Online, the billing and shipping addresses from the sales order will be included in the invoice details.
Restrictions on editing addresses
Once a SO's status is set to Delivered, the billing and shipping addresses become locked and cannot be edited.
Additional shipping features
Document generation:
Generate and print packing slips and other relevant sales order documents directly from Katana.
Shipment tracking:
Add shipment tracking information to sales orders to monitor delivery status.
For more details on adding tracking information, refer to adding tracking info to a sales order (SO).
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