Suppliers > Add New Address
You can add addresses to any record type in MyOnlineToolbox such as Customer, Jobs, Suppliers, Contractors and Employees. The process to add an address is identical no matter what type of record the address is being added to. When ever a new address is added to a record MyOnlineToolbox will attempt to verify the accuracy of the address entered. A correct verified address will result in a map of the location. You can pan and zoom in this map as needed.
Address validation is powerful time saving data that was requested by the community of members and delivered by MyOnlineToolbox.
Step by Step
Adding a new address is an identical process no matter what type of record you are adding the address to. For the purpose of this example, we will demonstrate how to add a new address to a Customer. Adding a new address to any other record type within MyOnlineToolbox will be the same.
- Place your cursor over "Customer" in the "Main Navigation Bar" at the top.
- The customer list is now open.
- If you have customers preset in this list choose one by clicking on the customers name, else click the "New Customer" button in the "Action Tool Bar" at the top right.
- The "Customer Information" tab is now open.
- Looking down the "Customer Information" form, find the "Addresses" box.
- Click the "Add New Address" button just bellow the "Addresses" label.
- The "Address Input" window is now open.
- In the text boxes provided, enter the known address information. At a minimum you should enter a street address and a ZIP code.
- Now click the "Verify Address" button near the bottom of the window.
- The screen will refresh.
- If the system presented a verified address, simply click "Save Address". If not skip to step #14.
- The "Address Input"window will close and the new address is now visible in the Address list.
- Click save in the "Action Tool Bar" at the top right.
- If no address was found you may re-enter the same or different address information and try to verify the address again or you can choose the save the address you entered by clicking the "Save Address" button at the bottom of the window.
- The "Address Input"window will close and the new address is now visible in the Address list.
- Click save in the "Action Tool Bar" at the top right.
Quick Tips
Sometimes an address will not validate. It may be new construction and is too new or is just not in the US Postal Service Records yet. In this case MyOnlineToolbox will allow you to bypass the validation process and save the address "As Is". This address will be flagged as "Non-Validated" indicating a map will not be available. Periodically you can try and validate it again at your convenience