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