Efficiently managing customer addresses ensures accurate billing and shipping, streamlining your sales operations. This guide provides step-by-step instructions on how to add, edit, and manage billing and shipping addresses within customer profiles and sales orders (SOs).
Understanding address types
In Katana, each customer profile can have:
Billing address: The address associated with the payer of the goods.
Default shipping address: The primary location where orders are delivered.
Additional shipping addresses: Multiple alternative shipping locations for the customer.
Managing addresses on Customer cards
Access the Customer card:
Navigate to the Sell screen.
Click on the Customers tab.
Select an existing customer or create a new one.
Edit billing or shipping address:
Click on the respective address field.
A pop-up window will appear; enter or update the address details.
Click OK to save the changes.
Add multiple shipping addresses:
In the customer card, scroll to Other shipping addresses.
Click + Add address.
Enter the new shipping address in the pop-up window.
Click OK to save.
Note: Learn more about shipping.
Set a default shipping address:
Click the three-dot icon (⋮) next to the desired shipping address.
Select Set as default.
The previous default address will move under Other shipping addresses.
Delete a shipping address:
Click the three-dot icon (⋮) next to the address you wish to remove.
Select Delete.
Note: The default shipping address is automatically used when creating new sales orders for the customer.
Managing addresses on sales orders
When creating or editing a sales order (SO):
Select a customer:
Begin typing the customer's name in the Customer field.
Select the customer from the dropdown list.
Edit billing or shipping address:
Click on the Billing address or Shipping address field.
A pop-up window will appear; enter or update the address details.
Click OK to save.
Choose a different shipping address:
If the customer has multiple shipping addresses, click on the Shipping address field.
Select Select another address.
Choose the desired address from the list.
Tip: You can add a new address directly on the SO without updating the customer card.
Syncing addresses from integrations
If you're connected to an accounting or ecommerce platform (e.g., Xero, QuickBooks Online, Shopify, WooCommerce):
To re-import all customers and sync their addresses to Katana, go through the reconfiguration flow of the respective integration.
You can re-import QuickBooks Online multiple times from its config page.
For detailed steps, refer to the following articles:
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