Headquarters Management

It allows you to create, manage and delete the order shipping address for each individual customer.

Insert new
From the list, click the “+” button at the top right, fill in the fields and save by clicking the “Save” button at the bottom.

In order for an Agent (without the Manager’s permissions) to enter a new customer in the account database, it is necessary to fill in and send an order, or a quote, with the data relating to the new shipping address, after which, the Manager user will be able to authorize this entry.
In fact, the latter will see the order or the estimate created by the agent in the Orders Archive (by accessing the Reserved Area on the web as Manager) and entering the order modification, by pressing on the “green pencil”, he will find next to the name of the new office, the key to be able to save it in the registry.

Edit and delete personal data
From the list, click the row of the office, modify the fields and save the changes by clicking the “Save” button. You can delete the registry by clicking the “trash can” icon at the top right of the edit screen.