Click & Drop requires you to set one or more Trading names. This can be the brand under which you operate, or just your own name and address.
Trading names are important because they provide your customers with:
- an identifying name for your store
- an address where your business (or part of your business) operates from
- a return address, so customers can return damaged or unwanted goods
- customer service contact information (this is optional)
- additional information for customs documents
You are free to create as many trading names as you like. Every integration you create within Click & Drop must have one of your trading names associated to it.
To begin, click the 'Settings' link from any page within Click & Drop, and then click the 'Trading names' tile.
Your trading names will be displayed here. By default, this will be the address details you added when you first created your account.
To add a new trading name, click the blue 'Add a new trading name' button.
To edit an existing trading name, click the row and it will expand to show more details:
Trading name & address settings
Trading name: This name is a short reference used within Click & Drop to refer to this trading name. Examples might be 'Main Office' or 'Warehouse 1'.
Trading address: Select the company address to be associated with this trading name. You can add or edit these details in Settings > Company Address.
Return address: Select the company address that will be displayed as this trading name's return address on all relevant paperwork. You can add or edit these details in Settings > Company Address.
Customer service contact details
Phone number: If included, this number will display on any despatch notes that are created.
Email address: If included, this email address will display on any despatch notes that are created.
Full name: Please enter a correct full name of a responsible individual at this trading name. This name will be displayed as 'Sender' on relevant customs documentation (CN22 and CN23) for international orders, and will not appear on standard domestic labels.
Website address: If included, this email address will display on any despatch notes that are created.
Please note that all Trading name and address data is mandatory, and all customer service contact details are optional.
For more information on custom images, please see this guide: How to add custom images.
When you have finished making your changes, Click the 'Save button' in the bottom right hand corner of the page.