Addresses (UG)

Owned by Tatum Hohl (Unlicensed)
Last updated: Nov 20, 2018 by Emma Greenwood

Overview

NorthScope allows users to add and edit addresses that are assigned to customers. These records integrate with the host system so that when an address is created in NorthScope and assigned to a customer, the address is also created and assigned to the same customer in the host system. Addresses can be created from the Address list view or from the Customer record view Addresses tab. 

Prerequisites

Required NorthScope Prerequisites

Optional NorthScope Prerequisites

  • Sales Programs Setup
  • Item Setup
  • Item Sets Setup
  • Price List Setup
  • Salesperson setup


 Adding a New Address from the Address List View

Step 1: Adding a New Address

  1. From NorthScope, expand the Sales Order module on the navigation menu and click the drop-down arrow next to 'Customers'. Then, click 'Addresses', which will appear beneath 'Customers', to open the Address list view. 
  2. Click the 'New' header toolbar icon to open a blank record view.

When a New Address Record View is opened from the list view, only the Customer header field is enabled and only the Properties tab is visible with the base properties. Once the customer and the base properties have been entered and saved, the remaining properties and tabs will be visible. Clicking Save will also update the header information with the Address components.

Step 2: Assigning the Address to a Customer

In order for the address to be saved, it must be assigned to a customer. Assigning the customer will also allow for the Address Name field to default, as it does not display on the New Address window but is required. 

To assign the customer, click the Customer header field drop-down arrow and select the customer to which the address will be assigned. This lookup displays all active customers, listed by Customer ID and Customer Name. 

Step 3: Assigning the Base Address Properties

Until the base properties have been assigned, the new address record cannot be added. Enter the following address properties.

Click here to view the Address Properties help page and view what each property is responsible for.


  • Address 1
  • Address 2
  • Address 3
  • Address ID
    • Note: The Address ID must be unique by customer.
  • Address Type
    • Note: This field defaults to 'Both'. 
  • City
  • Country
  • Email
  • Fax
  • Freight Terms
  • Item Access
    • Note: This field defaults to 'Inherit Item access from Customer'.
  • Phone
  • Salesperson
  • Sales Order Carrier
  • Sales Order Freight Programs
    • Note: This field defaults to 'No Defaults'.
  • Sales Order Site
  • State
  • Tax Schedule
  • Zip

Once all the base properties have been assigned, click Save. If the save was successful, the address record will be saved and assigned to the selected customer and the remaining properties and tabs will display on the address record view. Also, the Address header field will update to display 'Address ID - City, State - Address Name (Customer ID)', the record view window will display 'Address ID - Address Name City, State Zip', and the Customer header field will become disabled. 

Step 4: Assigning the Remaining Address Properties

Once the Address record has successfully saved for the first time, the remaining Address properties can be completed.

Click here to view the Address Properties help page and view what each property is responsible for.

  • Address Name
    • Note: This field defaults from the Customer Name.

Step 5: Assigning the Address Attributes

Once all base Address Properties have been entered or selected, click on the Attributes tab to assign the attribute values to the address. Once in the tab, the attributes for the address's attribute class are displayed along with their availability. 

In order to properly save the address, make value selections for each attribute that has a corresponding Available field value of 'Yes - Required', signifying that attribute is required to be assigned a value.

Step 6: Adding Address Contacts

To add contacts for the address, click on the Contacts tab. Once in the tab, the four contact types available for entry are Billing, Logistics, Receiving, and Sales. 

Click here to view the Contacts Tab help page for more information on these data fields.

  • Contact Type
  • Email
  • Fax
  • Name
  • Note
  • Phone

Step 7: Viewing Address Sales Programs

To view Sales Programs assigned to the address, click the Sales Programs tab. The content on this tab is read-only as it is automatically assigned if the address is within the Sales Program parameters.

Click here to view the Sales Programs help page for more information on the data fields that display.

  • Active
  • Address ID
  • End
  • Program
  • Program Class
  • Program Type
  • Start

Step 8: Assigning Catalog Items to the Address

The Catalog tab is only enabled if the customer's 'Full Item Access' property is set to 'No'. If this holds true, click the Catalog tab to grant the address access to item sets. Once in the Catalog tab, click the New grid toolbar icon to open 5 lines for data entry.

Then, select the item set(s) to which the address will have access.

Click here to view the Catalog help page for more information.

Step 9: Assigning Favorites to the Address

The Favorites tab is only enabled if the customer's 'Use Favorites For' property is set to 'Address'. If this holds true, click the Favorites tab to assign favorites for the address. Once in the Favorites tab, click the New grid toolbar icon to open 5 lines for data entry.

Then, select the desired favorite item(s) and their properties for the customer. Note that the selected Price UOM must match either the selected Units UOM or Weight UOM and duplicate item favorites are not allowed. Users can also assign substitute items for the favorite items on the Favorites tab. This can be done by clicking Add in the '#Substitute Items' column. This opens a new 'Assign Substitute Items' page, where users can add item substitutes by clicking New in the grid section. Substitute items must meet the following criteria:

  • Item must be active.
  • Item can be only added once as a substitute item for the parent item.
  • Item must have the same 'Managed Items by' property as the parent item.
  • The parent item cannot be added as a substitute item to itself.   
  • Item's 'Inventory Tracked' property is set to Yes.
  • Item must have the same 'Lot Tracked' property as the parent item

Click here to view the Favorites help page for more information.

Step 10: Assigning Price Lists to the Address

To assign price lists to the address, click the Price List tab. Once in the tab, click the New grid toolbar icon to open 5 lines for data entry.

Then, select the price list(s) to assign the address.

Click here to view the Price List help page for more information.

 Adding a New Address from the Customer Record View

Step 1: Adding a New Address

  1. From NorthScope, open a customer record view.
  2. Click the Addresses tab.
  3. Click the 'New' grid toolbar icon to open a blank address record view.

When a New Address Record View is opened from the customer record view, the Customer header field is enabled but defaults from the customer record view, and only the Properties tab is visible. Once the properties have been entered and saved, the remaining tabs will be visible. Clicking Save will also update the header information with the Address components.

Step 2: Assigning the Address Properties

Until the base properties have been assigned, the new address record cannot be added. Enter the following address properties.

Click here to view the Address Properties help page and view what each property is responsible for.

  • Address 1
  • Address 2
  • Address 3
  • Address ID
    • Note: The Address ID must be unique by customer.
  • Address Name
    • Note: This field defaults from the Customer Name.
  • Address Type
    • Note: This field defaults to 'Both'. 
  • City
  • Country
  • Fax
  • Freight Terms
  • Item Access
    • Note: This field defaults to 'Inherit Item access from Customer'.
  • Phone
  • Salesperson
  • Inside Salesperson
  • Sales Order Carrier
  • Sales Order Freight Programs
    • Note: This field defaults to 'No Defaults'.
  • Sales Order Site
  • State
  • Tax Schedule
  • Zip

Once all the properties have been assigned, click Save. If the save was successful, the address record will be saved and the remaining tabs will display on the address record view. Also, the Address header field will update to display 'Address ID - City, State - Address Name (Customer ID)' and become enabled, displaying a lookup of all addresses assigned to the selected customer, the record view window will display 'Address ID - Address Name City, State Zip', and the Customer header field will become disabled. 

Step 3: Assigning the Address Attributes

Once all base Address Properties have been entered or selected, click on the Attributes tab to assign the attribute values to the address. Once in the tab, the attributes for the address's attribute class are displayed along with their availability. 

In order to properly save the address, make value selections for each attribute that has a corresponding Available field value of 'Yes - Required', signifying that attribute is required to be assigned a value.

Step 4: Adding Address Contacts

To add contacts for the address, click on the Contacts tab. Once in the tab, the four contact types available for entry are Billing, Logistics, Receiving, and Sales. 

Click here to view the Contacts Tab help page for more information on these data fields.

  • Contact Type
  • Email
  • Fax
  • Name
  • Note
  • Phone

Step 5: Viewing Address Sales Programs

To view Sales Programs assigned to the address, click the Sales Programs tab. The content on this tab is read-only as it is automatically assigned if the address is within the Sales Program parameters.

Click here to view the Sales Programs help page for more information on the data fields that display.

  • Active
  • Address ID
  • End
  • Program
  • Program Class
  • Program Type
  • Start

Step 6: Assigning Catalog Items to the Address

The Catalog tab is only enabled if the customer's 'Full Item Access' property is set to 'No'. If this holds true, click the Catalog tab to grant the address access to item sets. Once in the Catalog tab, click the New grid toolbar icon to open 5 lines for data entry.

Then, select the item set(s) to which the address will have access.

Click here to view the Catalog help page for more information.

Step 7: Assigning Favorites to the Address

The Favorites tab is only enabled if the customer's 'Use Favorites For' property is set to 'Address'. If this holds true, click the Favorites tab to assign favorites for the address. Once in the Favorites tab, click the New grid toolbar icon to open 5 lines for data entry.

Then, select the desired favorite item(s) and their properties for the customer. Note that the selected Price UOM must match either the selected Units UOM or Weight UOM and duplicate item favorites are not allowed. Users can also assign substitute items for the favorite items on the Favorites tab. This can be done by clicking Add in the '#Substitute Items' column. This opens a new 'Assign Substitute Items' page, where users can add item substitutes by clicking New in the grid section. Substitute items must meet the following criteria:

  • Item must be active.
  • Item can be only added once as a substitute item for the parent item.
  • Item must have the same 'Managed Items by' property as the parent item.
  • The parent item cannot be added as a substitute item to itself.   
  • Item's 'Inventory Tracked' property is set to Yes.
  • Item must have the same 'Lot Tracked' property as the parent item

Click here to view the Favorites help page for more information.

Step 8: Assigning Price Lists to the Address

To assign price lists to the address, click the Price List tab. Once in the tab, click the New grid toolbar icon to open 5 lines for data entry.

Then, select the price list(s) to assign the address.

Click here to view the Price List help page for more information.