Click & Drop supports creating single address book entries manually in the User interface, or in bulk as part of the Order Import facility the first time you transmit to a customer.
Creating a single address book entry
Click & Drop's address book allows you to store the names and addresses of your customers, so you can create orders more quickly for repeat customers.
To begin creating a new address book entry, hover your mouse over the 'Orders' link within Click & Drop and click 'Address book' as shown.
You will be directed to a form asking you to fill in various information about your customer.
Here you can also add a 'Reference' value. This must be unique for each of your customers, and will be used to quickly retrieve the full name and address information you have entered.
If you wish to enter a different billing address, uncheck the 'Use shipping address for billing' check box.
When you have finished adding information, click the blue 'Create a new address book entry' button.
You will be directed to your address book, where the newly created address book entry will be visible.
From here, you can create another address book entry, delete address book entries, or you can use the 'Create order' button to be taken to the 'Create order' page with the name and address details automatically filled in.
When you create a new order, or import an order via spreadsheet, you can add one of your existing address book references in order for the name and address details to be automatically added.
Creating address book entries in bulk
If you wish to add several addresses at a time, this can be done whilst you import the first orders to the customer's address'. When following the import process here, ensure you provide an Address Book Reference field and value in your sheet, and the setting 'Use address book references' is not selected; this will create a new address book record for each line.
Note: You will not be able to use address book references to assign an existing address book entry to an order. Therefore, we recommend if you wish to add address' in bulk, the sheet should only contain orders for which there is no current address book entry.