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Managing business affiliate addresses

The business affiliates you work with may have different addresses for various functions. SmartTurn provides the a way for you to manage several different functional addresses for a single business affiliate.

To manage business affiliate addresses:

  1. Select Operations>Business Affiliates. The business affiliate list appears.
  2. Highlight a business affiliate and select Edit icon Edit Business Affiliate up above. The business affiliate detail form appears.
  3. To add or modify addresses for this business affiliate, select the tab for Ship To, Bill To, Ship From, Pay To, and enter an address into the fields, or modify the existing data. If you want to specify that it is the same as the Main Address, you can select the Same as Main Address check box.

    If you leave the Ship To, Bill To, Ship From, and Pay To addresses blank, they will not default to data you have entered as the Main Address.

  4. Select Save to save your modifications to the business affiliate addresses.

SmartTurn logs a history of when and who created the business affiliate, as well as when and who made specific changes to the record in the History tab, located at the far right of the group of Address tabs.

You can also update your business affiliate addresses in SmartTurn from an import spreadsheet. This is especially useful if you have many business affiliates to update. To learn more about importing, see Importing your business affiliate data.

See Also

Managing business affiliates

Viewing business affiliates

Adding new business affiliates

Updating a business affiliate record

Managing business affiliate contacts

Deactivating/Activating business affiliates

Business affiliate data flow

Importing business affiliate data

Business affiliate field descriptions

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