Organizations created within Documoto can have multiple addresses associated to them and administrators can set a default location. Providing address information for an organization will allow customers to:
- Display addresses as selectable options on a Purchase Order or Request for Quote when submitting an order through the Shopping Cart.
- Track different addresses such as shipping, mailing, and/or physical addresses for a given organization.
This article will teach you how to create, update, and delete Organization Address information within Documoto.
Article Topics
How to Add a Organization Address
- Go to Admin Center > Organization and select the level you want to update.
- Click on Addresses and click +Add.
- Enter all the required and desired inputs and click Save.
Note: Once you save your changes, you can go back in and
select the Default Address.
How to Edit and Delete an Organization Address
To update an address or delete it, follow the same steps to select the Organization level you want to modify. You will have two options:
- Edit: Select this to modify the address information in the pane that opens and save your changes
- Delete: Select this on the row you want to remove, click Delete, and confirm your changes
Note: default Organization Addresses cannot be deleted.
