Setting the Address for Purchase and Sales Orders

In order to include your company’s name and address on purchase orders and sales orders, you’ll need to update the company’s billing address, then update the winery’s billing information.

Updating the Company’s Billing Address

1. Click More Options in the sidebar.
2. From the Address Book tile, click Open Address Book.
3. Select your company.
4. Click Advanced.

5. Select the Addresses tab.
6. In the Billing Address section, enter your company’s billing address.

7. Click Save.

Updating the Winery’s Billing Information

1. Click Set Up in the sidebar.
2. Click Locations.
3. From the Winery tile, click Configure.
4. Select the winery.
5. Select the Client Billing tab.
6. Select a billing company.

7. Click Save.