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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
  • Route: The delivery route assigned to this location
  • Shipping Notes: Special handling or delivery instructions for this location
  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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Route and Shipping Notes

Use the Route and Shipping Notes fields to store delivery-specific information on each location:
  • Route — The delivery route identifier for this location. This value defaults onto orders created for this location and appears as an optional column in the customer location grid.
  • Shipping Notes — Free-text instructions for the driver or receiving team (e.g., “Use side entrance”, “Call ahead for gate code”). This value defaults onto orders but can be overridden on individual orders.
Both fields can be overridden directly on individual orders, so the location values serve as defaults rather than fixed values.

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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: