When creating an order in ESP Orders, a customer may have different contacts and addresses for their billing and shipping. For example, if your customer is ABC Company and within that organization, Jane Doe is responsible for billing, while Joe Smith is the primary shipping contact. ESP Orders enables you to link these contacts to the main company, so that when you select ABC Company from the Customer dropdown, the different contacts and addresses automatically display.
To do this, the first step is to create a company. Once your company has been created, you will want to create contacts and link them to the company. To create a contact, click on Contacts from the CRM toolbar.
In the Contacts area, click on the Add button.
Enter the first and last names of the contact. Then, use the company dropdown and select the company to which this contact should be linked.
Next, type the address for this contact. Once you have finished, click on the Save button. If you need to add more than one contact, use the arrow next to the Save button to select "Save and Create Another".
Once you have finished adding Contacts, return to the Companies section and click on the company listing. In the About section, all contacts that have been added to the company will be displayed.
Use the dropdowns to select which contact should be the primary for Billing, Shipping, and Acknowledgements.
The contacts will be automatically saved.
When you create your next order with this company, use the Customer dropdown to select the company. The Billing, Shipping, and Acknowledgement Contacts will automatically be displayed with their individual addresses.
Note: If you do not have a primary contact established for a specific contact, the main address of the company will be displayed.