BEST POS - Addresses and shipping billing shipping

Addresses and Shipping: Billing and Shipping in BEST POS (Retail)

Summary

This article explains how to add and manage customer billing and shipping addresses, set defaults, validate formats (postal code, phone), and use the shipping address on a sale (delivery vs. store pickup). It includes guidance for destination-based taxes, printing on invoices/receipts, and label prep.

Step-by-step Instructions

1) Create or update the billing address

  1. Open Customer > Search, select the customer, then Edit.
  2. Under Billing address, enter: street, city, state/province, postal/zip, country, phone, email.
  3. Tick Set as default if this is the main billing address.
  4. Save. Check: the address appears on the profile and invoices.

2) Add one or more shipping addresses

  1. In the profile, open Shipping addresses and click New address.
  2. Complete all fields. Add a clear label (e.g., “Warehouse East”, “Head office”).
  3. Mark as Default if used for most deliveries.
  4. Save. Repeat for each ship-to location.

3) Use a shipping address on a sale

  1. At the register, attach the customer to the sale.
  2. Open Delivery / Shipping and select the address (default or alternate).
  3. Choose the mode: Shipping (carrier) or Store pickup.
  4. Optionally add instructions (e.g., “Dock 2, 8am–12pm”).
  5. Press Subtotal to recalc taxes if destination affects tax.

4) Data quality and compliance checks

  • Format: standardized order (street no., street, unit, city, state, postal, country).
  • Postal codes: validate pattern (e.g., CA “A1A 1A1”, US “12345” or “12345-6789”).
  • Phone: include area code; avoid uncommon separators.
  • Privacy: no sensitive remarks in address fields.

5) Printing and shipping preparation

  • Receipt / Invoice: configure whether to display the shipping address.
  • Labels: export addresses or use the integrated labeling module if available.
  • Carrier: when integrated, map required fields (name, address, contact, instructions).

Fixes and FAQs

  • Wrong tax: verify state/province/country on the ship-to address and press Subtotal.
  • Postal code rejected: correct format (spaces/dashes) for the country.
  • Wrong address printed: set the correct one as Default or re-select before tender.
  • Label truncation: shorten line 1 and move extras to line 2.
  • Pickup but shipping fee applied: switch mode to Store pickup and recalc.

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