Adding Ship To Addresses via iPad

Adding an additional Ship To address for a customer can be done in two ways. For a rep in the field, this can be done directly from the iPad.  From the invoice screen within an order do the following:

  1.  Tap the settings icon in the upper right
  2.  Select "Edit Client"
  3.  Next to Shipping Addresses, press "Add Shipping Address"
  4.  Then you will be able to set a default Shipping Address
  5.  Select "Save Changes"

Moving forward the rep will be able to choose between these different Ship to Addresses for this customer.

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