The Address book in iCompleat lets you manage & save delivery addresses that aren't saved in your accounting software. This is useful if your accounting software doesn't allow you to save multiple delivery site addresses, or only allows for a limited number.
When you & other users are creating orders in iCompleat, you can select an address book entry from the same drop-down that contains the addresses in your accounting software.You can still use the address book even if you do use accounting software that allows the use of multiple addresses.
Addresses that you add to the address book in iCompleat won't be saved to your accounting software.
You need to be an iCompleat administrator to manage & edit your address book.
Follow these steps to set up your address book.
- On the homepage, click Configuration.
- Click Company Management.
- Click Purchase Ordering or Ordering.
- Next to Address book, click Configure.
- Use the on-screen spreadsheet to manually enter your addresses.
Alternatively, you can use our template provided to populate a spreadsheet & upload it to iCompleat. Click the link to download.
Click select file to import... at the bottom of the screen to import the file, or drop the file under Import.
- When you've entered your delivery addresses, click Save.
- Nice one!
The addresses you entered are now available to select from when you & other users in your company are creating orders