How to enter a customer with different shop addresses?

manizach
manizach Member Posts: 2 Novice Member Novice Member
edited August 2024 in Reckon One

How to entry customer with a different shop address

at reckon hosted the customer entry it was

*Head office

*Shop1

*shop2

*shop3

Answers

  • Alexis McKeown
    Alexis McKeown Reckon Staff Posts: 442 Reckon Staff

    Dear @manizach ,

    If you would like to list multiple shops from the same business but with different addresses, you will need to setup individual customers for each addrss.

    Every customer entered can have a Business Address, Postal Address, and Shipping Address listed in their Customer record, under their General Details.

    To access this, you simply need to go to Contacts centre → Customers → Left-Click the customer you want to modify → General.

    Kind regards,

    Alexander McKeown

    Reckon Senior Technical Support

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,652 Reckon Community Manager Community Manager

    Hi @manizach

    Just adding to the info from Alex above, perhaps consider looking at Contacts which allows you to create separate contacts that are linked to an overarching customer or supplier.

    For example, you could create one customer (head office) and then multiple contacts (shop 1, shop 2, shop 3 etc) linked to that one customer each with their own differing contact details.

    More info in the guide below -

    https://help.reckon.com/article/riqx7cy3ru-contacts

  • manizach
    manizach Member Posts: 2 Novice Member Novice Member

    Maybe it misunderstood the question

    Need to send a monthly statement to the head office for all the invoices we created to the shops

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