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Managing shipping/billing addresses on Sales orders
Managing shipping/billing addresses on Sales orders

How to go about adding and editing addresses on Sales orders

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

In Katana, you can add all the necessary address details on a Sales order (SO).

Read about how addresses are handled on e-commerce orders (Shopify, WooCommerce) or explore our shipping platform integrations.

There are two kinds of addresses on a SO:

  • Billing address is the address connected to the payer of the goods.

  • Shipping address is the physical address where the order is delivered.

By default, the Shipping address is the same as the Billing, but you can define both depending on your customer's business.

Adding an address to your Sales order:

  1. Create a new SO or Quote by clicking on the global "+" button.

  2. Add a customer to your order. If the customer's addresses are already set up on the customer card then the SO will be prefilled with your customer's default addresses.

  3. Click on Bill to to enter the billing address or Ship to for shipping.

  4. Clicking on the address field will open a window where you can enter the address details.

    TIP: Try typing in an address to "Address line 1" and select an address from the dropdown. Katana uses Google address search and helps you fill in the address details.

  5. Once you have filled in the necessary address details, click Ok.

  6. Click on the Ship to field and enter a different shipping address (if needed).

If the addresses data is added and you are ready to ship, Katana can help you with:

Other useful information about addresses on Sales orders

  • Adding an address to an order doesn't affect the customer's default addresses. The Addresses on an order can be different from the customer address as customer addresses are not added via SO.

  • Setting your order to Delivered will disable address editing.

  • Orders received through e-commerce platforms will bring along the address information.

  • Generating an invoice in an accounting platform (Xero, QuickBooks) will include the address information on the invoice.

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