Shipping Addresses

Overview

The multiple shipping addresses feature is disabled by default, so system administrators must enable it via the Shipping Addresses Settings page. For more information on enabling this feature, refer to the Products and Quotes documentation in the Administration Guide. The multiple shipping addresses setting cannot be disabled once enabled. In addition, the Shipping Addresses module is hidden by default from the navigation bar. To display the module in the navigation bar, administrators must move it to the Available Modules list via Admin > Navigation Bar and Subpanels.

Please note that you will only be able to see shipping address records as allowed by your team membership, user access type, and assigned roles. For more information on teams and roles, please refer to the Team Management and Role Management documentation in the Administration Guide.

Shipping Addresses and Accounts

When Shipping Addresses is enabled for your instance, the Sugar account's stock Shipping Address field is replaced with a Shipping Addresses subpanel to allow users to manage all the customer's shipping locations in one place.

From the Shipping Addresses subpanel, users can:

• View key identifying details of all shipping addresses associated with the current account.
• Create shipping addresses directly from the related subpanel without having to navigate to the Shipping Addresses module.
• Access and edit shipping address records, based on your permissions configured in roles.
• Add delivery instructions in the shipping address record's Description field.
• Mark an outdated or no-longer-used shipping address as inactive.

Marking Shipping Addresses as Inactive

Deleting Shipping Addresses

Shipping Addresses Fields

The Shipping Addresses module contains a number of stock fields that come out-of-the-box with Sugar. For information on using and editing various field types, refer to the User Interface documentation. The definitions below are suggested meanings for the fields, but the fields can be leveraged differently to best meet your organization's needs. Administrators or users with developer-level role access have the ability to alter, add, or remove fields via Admin > Studio. For more information on configuring fields, refer to the Studio documentation in the Administration Guide.

Working With Sugar Modules

While the Shipping Addresses module has some features that only apply to shipping addresses, it also uses the Sidecar user interface that most Sugar modules are based on. The following sections detail menus, views, and actions common to Sidecar modules and contain links to additional information within the page or links to the User Interface documentation.

Shipping Addresses Menus

The Shipping Addresses module contains various options and functionality which are available via menus in the module tab, list view, and record view. The following sections present each menu and its options with links to more information about each option in the User Interface documentation or, for Shipping Addresses-specific functionality, within this page.

Module Tab Menus

Click the Shipping Addresses module tab in the navigation bar to access the Shipping Addresses list view. You may also click the three-dots menu in the Shipping Addresses module tab to display the Actions, Recently Viewed, and Favorites menus. The Actions menu allows you to perform important operations within the module. The Recently Viewed menu displays the list of shipping addresses you most recently viewed. The Favorites menu displays the list of shipping addresses you most recently marked as favorites.

Note: If the Shipping Addresses module does not appear in the navigation bar, your system administrator must add the module to the Available Modules list via Admin > Navigation Bar and Subpanels, as it is hidden by default.

The module tab's Actions menu allows you to perform the following operations:

For more information on module tab menus including reasons a module may not be included in the menu, see the User Interface documentation.

List View Menus

The Shipping Addresses list view displays all shipping address records and allows for searching and filtering to locate specific shipping addresses. You can view the basic details of each record within the field columns of the list view or click a shipping addresses' name to open the record view. To access a module's list view, simply click the module's tab in the navigation bar.

List View Mass Actions Menu

List View Record Actions Menu

The Record Actions menu to the far right of each record's row allows you to perform actions on the individual shipping address directly from the list view.

The list view's Record Actions menu allows you to perform the following operations:

Record View Actions Menu

The shipping addresses record view displays a single shipping address in full detail including its fields, subpanels of related records, and activity stream (if enabled). To access a shipping addresses' record view, simply click a hyperlinked shipping address name from anywhere within Sugar. The record view's Actions menu appears on the top right of the page and allows you to perform various operations on the current record.

The Actions menu allows you to perform the following operations:

Common Views and Actions

In the table below, the left column contains links to the User Interface page covering topics that are applicable to all Sidecar modules. The right column has links to sections of the current page that cover topics specific to shipping addresses.