Address codes allow vendors to match addresses in their back end systems or ERP to addresses within Pharos CRM. To add or edit a Vendor Address code, first we need to find a Customer in CRM.
Once located, navigate to the Vendor IDs tab, and expand the Vendor Address Codes section.
Since we are working with a new customer, there are no Vendor Address Codes assigned. Press the Add Another Address Code link at the bottom.
You will be prompted to select the Vendor and the Address Record this code will be assigned to. Each Address Record may have multiple codes assigned, but only one code per vendor. Two different vendors can have the same code, but they are usually unique codes generated by their ERP.
Once complete, press the save button. You should get a confirmation, and see the new record immediately.
When you return to the profile and look in the Account Details Address records, you will now see an indicator of how many vendors have address codes assigned to the record.
A vendor can have the same address code for one Billing and one Shipping Address Record. If you have two Address Records for a vendor in Billing, for example, that vendor must have a unique Vendor Address Code for each record.
The Vendor Address code may also be added directly from a Booking in CRM by the Vendor or Agency. In the Booking, press the Edit button. You will find the 'Code' field under each address record becomes editable.
If this field is not editable, be sure that your User Access Group has the permission to Edit Pharos Bookings. This can be found under Settings>Manage Access Groups>Permissions>Pharos Bookings.