Add an Alternate Snow Bird Address


Here's a handy way to maintain alternate "bill to" addresses when the customer spends part of the year at a different location. So-called "Snow Birds" are a typical example of this problem. You may want to keep delivering to their home all year but bill them at two different addresses. For instance, the local address in the summer, and the alternate "Snow Bird" address in the winter.

Rather than having to keep changing the address back and forth every time they move, the system can do it for you. Here's how.

 

1. Find the account for which you want to set up an alternate "Snow Bird" Bill To address by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the button.

4. This will display the Add, Change, Delete Customers window for that account, showing the normal Bill To address, like this:

 

5. Left-click the button and the address fields will become blank.

6. Key in the alternate Snow Bird Address, like this:

 

7. Now when you left-click the button the two address will flip back and forth so you can quickly select the appropriate one for different times of the year.

8. When you're done, left-click the button to return to the Add, Change, Delete Customers window