something funny with account addresses?

[jxm28788]

ok, here's how I setup my accounts -

Account name = company name
address 'short name' = customer name, or address descriptor
Address line1 = company name

the problem is that the final address on the label/invoice looks like this -

customer name
company name
company name
addr2
addre3
postcode

So how do I get rid of the duplicate company name? If I don't put the company name in the ADDR1 then it works fine, EXCEPT that in the checkout process when the (uneditable) address appears it doesn't show the company name which could obviously concern the customer as they may think that the address won't show on the label, and they aren't able to edit it...

So what's the best way to set the accounts up so all the addresses 'work'?

[Paul Bulpit]

Account name = company name
address 'short name' = customer name, or address descriptor
Address line1 = company name

Try this:

Account name = company name
address 'short name' = company name (Actinic defaults to the buyer's name, overwrite it)
Address line 1 = Address Line 1 (required field)

I think it's 'Short Name' that appears on the checkout page and is not used anywhere else. For an Account Name with several buyers, they log in with their personal details, then on the page you mention they see alternative addresses (branches) of the Company that they can invoice/ship to.

So correct me if I'm wrong, but the Short Names need to be unique e.g. Bloggs Ltd Bristol, Bloggs Ltd Cardiff, Bloggs Ltd Birmingham, etc.

You're right, there is something funny with account addresses - whoever set it up didn't work in our real world.

We have both Retail (you don't need a login, but it saves the regulars a bit of time at the checkout) and Trade (which qualifies for a discount, and therefore MUST be used). We do it the way described & have the opposite problem for a retail account:

Account name = Jane Bloggs
Buyers Name: Jane Bloggs
Short name = Jane Bloggs (using the same convention as above - but default)

and we get on the paperwork:

Jane Bloggs
Jane Bloggs
Address Line 1

but as there aren't many of them we don't worry about it.

The Account Name & the Buyer Name are the ones that appear on paperwork - the short name only appears on the web page. (I think)

[jxm28788]

Cool, that sounds like it will work - thanks.

[Paul Bulpit]

I've had a thought, the answer to MY problem would be to use the Company Name as the Account Name for Trade Accounts, but something quite different for the non-trade - say, the telephone number or their postcode.

The Search & Find in View | Customer Accounts works quite well, so it wouldn't be a problem if a customer didn't know their account number.

For the logins we use their email address in lowercase and their postcode in capitals & no spaces e.g. KT146ND so that the customers can remember. If they move we issue a new login.