Addresses
Billing and shipping locations for customers, used on orders, invoices, and shipments.
Addresses define the billing and shipping locations for a customer, providing the physical destinations used on orders, invoices, and shipments.
Why addresses matter
- Accurate fulfillment: ship-to addresses ensure packages reach the right destination
- Correct invoicing: bill-to addresses appear on invoices and financial documents
- Drop-ship support: third-party delivery destinations can be flagged and managed separately
Address structure
Every address includes:
- Name: a label for the address (e.g., "Headquarters", "Warehouse B")
- Phone and email: optional contact information for the location
- Drop-ship flag: marks the address as a third-party delivery destination
- Geolocation: the physical address components:
- Street line 1 and line 2
- City, state, postal code, country
Customer addresses
Each customer has three categories of addresses:
Default billing address (bill-to)
The primary address used on invoices and financial documents. Every customer must have a bill-to address with at least a name and country.
Default shipping address (ship-to)
The primary delivery destination. This is the address pre-filled on new sales orders. It can match the bill-to address or be a separate location.
Additional addresses
Customers can have multiple addresses beyond the defaults: for example, additional warehouses, branch offices, or drop-ship locations. These are available for selection when creating orders.
Order behavior
When a new sales order is created, the customer's default bill-to and ship-to addresses are automatically populated. These addresses can be overridden per order without changing the customer's defaults.
Changes made to addresses on an order affect only that order: they do not update the customer's stored addresses.
Drop-ship addresses
The is_drop_ship flag marks an address as a third-party delivery destination. Drop-ship addresses are used when the order ships directly to someone other than the customer: for example, to the customer's end client or to a job site.
Where addresses are used
- Customer: stored as default billing and shipping addresses
- Sales order: inherited from the customer, overridable per order
- Shipments: ship-to address determines the delivery destination and affects rate calculations
- Invoices: bill-to address appears on invoices and financial documents
Next: Customers