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Manage Customer Addresses

Learn how to manage customer delivery and billing addresses within Hoops. Keep address information accurate, streamline shipping and invoicing, and ensure the correct locations are used throughout the sales and production process.

Hoops allows businesses to centrally manage Customer addresses, helping ensure accurate billing, shipping, and delivery information is available throughout Sales and Production workflows.

Customer records can store multiple addresses, making it easy to manage separate billing locations, shipping destinations, warehouses, or customer sites from one centralized profile.


Manage Customer Addresses

Customer addresses are managed directly from the Customer List.

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Opening a Customer card and selecting Actions → Edit allows teams to update address information as needed.

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Customers can:

  • Add additional addresses

  • Update existing address details

  • Remove unused addresses

  • Configure different address labels such as Billing or Shipping

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Maintaining accurate address information helps improve invoicing, shipping workflows, delivery accuracy, and operational visibility across teams.


Edit Addresses During SalesDoc Creation

Customer addresses can also be updated directly while creating a SalesDoc.

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Using the Edit Customer option within the SalesDoc allows teams to quickly adjust billing or shipping details without needing to leave the quoting workflow.

This is especially useful when managing customer-specific delivery requirements or temporary shipping locations for a particular order.


Benefits of Managing Customer Addresses

Managing addresses within Hoops helps businesses:

  • Centralize customer information

  • Support multiple delivery locations

  • Improve shipping and delivery accuracy

  • Streamline invoicing workflows

  • Reduce duplicate data entry

  • Maintain consistent operational records

By keeping Customer address information connected across Customers, SalesDocs, Jobs, Shipping, and Accounting workflows, Hoops helps create a more organized and efficient customer management process.

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