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Customer Forum

Multiple Delivery Addresses

Graham Posted: 2017-01-31 16:25

Hi there,
We need to produce Quotes, Sales Orders and Invoices that include multiple delivery addresses. i.e. a customer may order 5000 of product X from us and want 500 delivered to location A, 500 delivered to location B, etc. Is there a way to set up quotes, sales orders and invoices to include all of the different delivery addresses on one order?
Many thanks,
Graham

Ross (Workbooks Online) Posted: Mon, 06.02.2017 - 12:37

Hi Graham,

Thank you for contacting the Support Team.

There is no native functionality in Workbooks set out to do this but it should be possible by following the steps below;

1. Create a new Line item Field to store the Address information; (this will need to take place for every Record Type)

create custom LI field.png

2. Display the Field in the Line item View of the Order, Quote or Invoice and create a separate line item for each Product group for the delivery address, you can define the Quantity to be sent to this location by using the Quantity field already available; (example below is to illustrate the example given in your question)

LI addresses.png

I hope this helps, for more information please feel free to contact the Support team on support@workbooks.com.

Kind regards,

Workbooks Support