DocumentationCommerceCustomer Management

The customer address book

Last update: Tue Jul 11 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

Customers who keep their address books current can speed through the checkout process. The address book contains the customer’s default billing and shipping addresses, and any additional addresses that they use frequently. Additional address entries are easy to access and maintain from the grid. Each customer address book can manage over 3,000 address book entries without impacting performance.

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Address Book

Add an address

  1. In the left navigation of their customer account, the customer chooses Address Book.

  2. On the Address Book page under Additional Address Entries, clicks Add New Address.

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    Add New Address

  3. Defines the new address item.

  4. Completes the contact and address information.

    note info
    INFO
    By default, the customer’s first and last names initially appear in the form.

  5. Selects the following checkboxes to indicate how the address is to be used.

    Selects both checkboxes if the same address is used for both billing and shipping.

    • Use as my default billing address
    • Use as my default shipping address

  6. When complete, clicks Save Address.

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    INFO
    The new address is listed under Additional Address Entries.
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    Additional Address Entries

Edit an address

  1. In the left navigation of their customer account, the customer selects Address Book.

  2. Finds the address entry to be edited.

  3. Clicks Edit.

  4. Makes any needed changes.

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    INFO
    The customer can set this address as the default Shipping or Billing address by selecting the Use as my default billing address checkboxes.

  5. When changes are complete, clicks Save Address.

Change the default address

  1. In the left navigation of their customer account, the customer selects Address Book.

  2. Chooses one of the edit methods:

    • Clicks Change Billing/Shipping Address in the Default Addresses section.

    • Clicks Edit in the Additional Address Entries grid.

  3. Makes the necessary changes, and clicks Save Address.

Delete an address

  1. In the left navigation of their customer account, the customer selects Address Book.

  2. Finds the address entry to be deleted.

  3. Clicks Delete in the Additional Address Entries grid.

  4. To confirm the action, clicks OK.

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    IMPORTANT
    The default billing and shipping addresses cannot be deleted.
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