Mastering Empress' Address Management Feature

Product Support
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Introduction

In the business world, managing addresses is crucial for client communication, shipping, and billing. The Address Management Feature in Empress aims to simplify this task, providing a user-friendly interface for creating, editing, and organizing addresses.

What is the Address Management Feature?

The Address Management Feature allows you to store multiple addresses for each client. You can specify the address type (Billing, Shipping, Office, etc.), making it easier to select the right address for the right purpose.

Using the Address Management Feature

To access the Address Management Feature, navigate to Empress’ main menu, then select Utilities > Web Form > Addresses.

Creating a New Address

  1. Click on New Address.
  2. Fill in the necessary information in the following fields:
    • Address Title: A unique title for the address.
    • Address Type: Select from options like Billing, Shipping, Office, etc.
    • Address Line 1 & 2: Enter the street address.
    • City/Town: Enter the city or town.
    • State: Enter the state if applicable.
    • Postal Code: Enter the postal code.
    • Country: Select from the dropdown list.
    • Email Address: Enter the contact email associated with this address.
    • Phone: Enter the contact phone number associated with this address.
  3. Mark the address as Preferred Billing Address or Preferred Shipping Address if applicable.
  4. Click on Save.

Editing an Address

  1. From the list of addresses, click on the one you want to edit.
  2. Make the necessary changes.
  3. Click on Save.

Sorting and Tracking Addresses

You can sort the addresses by any field by clicking on the column header. This is particularly useful for finding addresses quickly based on their type, city, or country.

User Roles and Permissions

Different roles have different permissions in the Address Management Feature. Administrators can create, edit, and delete any address. Normal users can view all addresses but can only edit or delete addresses they have created themselves.

Conclusion

The Address Management Feature in Empress simplifies the task of managing addresses, making it easier to keep track of client information, ensuring precise deliveries, and making billing more efficient.

For further assistance, refer to the Help section in Empress or contact our support team.