Books Page
The Books page is used to save Address or Item information for Shipping.
There are two main tabs on this page, Address Book and Item Book, located on the left side of the page.
Address Book
This is the first tab and the Default tab for this page. Here you can add individual addresses or Import an Address file into the system. Addresses added to this page can be used throughout the system, but mainly on the Shipping page.
From this page, you can then search the addresses you have added by clicking Search. (You will notice that when you navigate to this page no addresses will pop up until you click on the Search button) When searching you can set parameters to narrow down your search by clicking on the blue '+' indicator in the top right of the search window. You can also set multiple parameters to search by to help narrow down the search even more.
Adding an address
To add an Individual Address you will click on the blue '+' icon on the right side of the page, next to the red trash can icon. (See Image below)
Once you have done that another window will open up. This window is where you will enter the address you would like to save in the system. Make sure to Save after each address is added by clicking the blue save icon in the top right of this window that says 'Save Addresses'.
Please note: When shipping, all fields are required to be filled out except Contact and Phone Number along with Address Line 2 and 3, however Contact and Phone Number can be required depending on the carrier/service. The Address Book Code can be anything you want like a short version of the Customer Name but just has to be unique.
You also have the option to edit any address you add or delete the address. This can be done with the buttons to the right of each address. The blue cog wheel icon is the edit button and the red trash can icon is the delete button.
Import Addresses
To import an address file, click on Import Addresses on the left side of screen under Actions to start the import process.
This page is where you can add Items individually or import an Item File that you can choose from a list to add to an order in the Ship tab. This tab works just like the Address Book tab. You can follow the steps above on how to import items into the system.