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Many greenhouse customers need deliveries at multiple locations or have different billing addresses. WorkSuite Fulfill makes it easy to manage both delivery locations and billing addresses efficiently.

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Understanding Locations vs Billing Addresses

WorkSuite Fulfill separates delivery locations from billing addresses:

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Locations (Delivery Addresses)

  • Where orders are physically delivered
  • Can have multiple locations per customer
  • Each location includes:
    • Full address details
    • Location code (unique identifier)
    • Location name
    • Optional: Store number, GLN code
    • Optional: Location-specific payment terms
    • Optional: Description notes

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Billing Addresses

  • Where invoices and statements are sent
  • Managed separately from delivery locations
  • Can have multiple billing addresses per customer
  • Each billing address includes:
    • Full address details
    • Optional: “To Name” field for addressing

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Accessing Locations and Billing Addresses

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Viewing Locations

  1. Go to the customer detail page
  2. Click the Locations tab
  3. You’ll see a grid listing all delivery locations for this customer
Each location displays:
  • Location Code: Unique identifier
  • Location Name: Descriptive name
  • Address: Full street address
  • Store Number: Optional store identifier
  • GLN: Optional Global Location Number
  • Terms: Location-specific payment terms (if set)

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Viewing Billing Addresses

  1. Go to the customer detail page
  2. Click the Billing Addresses tab
  3. You’ll see a grid listing all billing addresses for this customer
Each billing address displays:
  • To Name: Addressee name
  • Full Address: Street, city, state, ZIP

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Managing Billing Addresses

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Adding a Billing Address

  1. Go to the customer detail page
  2. Click the Billing Addresses tab
  3. Click the Add New button (green plus icon)
  4. Fill in the address form:
    • To Name: Optional name for the billing address
    • Address Line 1: Required street address
    • Address Line 2: Optional additional address info
    • City: Required city name
    • State/Province: Required state or province
    • Zipcode: Required ZIP or postal code
  5. Click Save

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Editing a Billing Address

  1. In the Billing Addresses tab, click on the address you want to edit
  2. Update any fields as needed
  3. Click Save

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When to Add Multiple Billing Addresses

Consider multiple billing addresses when:
  • Customer has separate billing departments
  • Different divisions need separate invoices
  • Parent company vs individual stores
  • Regional offices handle their own billing

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Managing Locations

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Adding a Location

  1. Go to the customer detail page
  2. Click the Locations tab
  3. Click the Add New button (green plus icon)
  4. Fill in the location form:
Required Fields:
  • Location Code: Unique identifier for this location
  • Location Name: Descriptive name for the location
  • Address Line 1: Street address
  • City: City name
  • State/Province: State or province
  • Zipcode: ZIP or postal code
Optional Fields:
  • Address Line 2: Additional address info
  • Address To Name: Recipient name at this location
  • Description: Notes about this location
  • Store Number: Store identifier if applicable
  • GLN: Global Location Number for supply chain
  • Terms: Location-specific payment terms
  1. Click Save

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Location Code Best Practices

Use consistent location codes:
  • Keep them short and memorable (e.g., “MAIN”, “WEST-01”)
  • Include customer identifier if helpful (e.g., “ABC-01”, “ABC-02”)
  • Use sequential numbers for multiple locations
  • Avoid special characters that might cause issues

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Location Naming Conventions

Use clear, descriptive names:
  • Location-based: “Downtown Store”, “West Greenhouse”
  • Function-based: “Main Retail”, “Wholesale Warehouse”
  • Geographic: “Route 1 Location”, “Industrial Park”

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Editing a Location

  1. In the Locations tab, click on the location you want to edit
  2. Update any fields as needed
  3. Click Save

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Common Updates

Address Corrections
  • Fix street address errors
  • Update ZIP codes or city names
  • Correct state abbreviations
Location Information
  • Update store numbers
  • Change location descriptions
  • Modify location-specific terms

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Location-Specific Payment Terms

Each location can have its own payment terms that override the customer’s default terms:
  1. When adding or editing a location, select terms from the Terms dropdown
  2. If left blank, the customer’s default terms will be used
  3. Useful when different locations have different payment arrangements

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Best Practices

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Organization

Location Management
  • Use consistent location codes across all customers
  • Keep location names descriptive and clear
  • Document location-specific information in the description field
  • Verify addresses before first deliveries
Billing Address Management
  • Keep billing addresses current
  • Use the “To Name” field to specify department or person
  • Maintain separate billing addresses for different departments if needed
Regular Maintenance
  • Review locations and billing addresses quarterly
  • Update addresses when customers notify you of changes
  • Verify location codes are unique and meaningful
  • Keep GLN and store numbers current for supply chain integration

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Data Quality

Accuracy
  • Verify new addresses before saving
  • Double-check ZIP codes match cities
  • Confirm state abbreviations are correct
  • Test location codes work in your workflows

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What’s Next?

After setting up customer locations and billing addresses: