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Version: Current

Configuring Address Selection

Streamline address management on your documents by enabling the Address Selection extension. This guide explains how to turn on this feature for relevant document types.

Best practices​

  • Ensure address fields (billing_address, delivery_address) are enabled on the forms where this extension is used.
  • Maintain accurate address records for Suppliers and Customers.
  • Train users on how to use the address selection features once enabled.

Understanding Address Selection​

The "Address select" extension enhances how users interact with address fields (like billing or delivery addresses) on transaction documents. While the specific functionality provided by the extension (e.g., dropdown selection from saved addresses, address validation, auto-population) isn't detailed in the source product_docs.md, enabling it is the first step to utilizing these potential features.

It likely aims to improve accuracy and speed when filling in address details by leveraging stored address information from linked Supplier or Customer records, or potentially from Team addresses.

Enabling the Extension​

Address Selection is configured per Document Type:

  1. Navigate to Settings via the company menu.
  2. Click Document Types in the left sidebar.
  3. Select the Document Type where you want enhanced address selection (e.g., Purchase Order, Sales Invoice).
  4. Click Edit.
  5. Ensure the relevant address fields (e.g., delivery_address, billing_address) are enabled on the Form tab.
  6. Go to the Extensions tab.
  7. Find the Address select extension in the list.
  8. Turn on the toggle to enable the extension.
  9. Click Update to save the changes.

Repeat these steps for any other Document Types where you want to use this feature.

User Experience​

Once enabled, users interacting with address fields on the configured document types may notice enhanced functionality, such as dropdown lists of available addresses or improved validation. The exact user experience depends on the specific features implemented within the extension.

Need help?​

Contact your organisation administrator or Zudello support for more details on the specific features provided by the Address Selection extension and assistance with its configuration.