How To Use The Address Book / Contacts

Address book / Contacts allows you to store customer names, company names, addresses, emails, phone numbers, instructions, zone as well as the items and quantity that are usually delivered to your regular customers. This feature is useful for companies doing milk runs or delivering to fixed customers. To use the Address Book / Contacts, you will need to first add contacts to the address book. Click here to learn how to add contacts to the address book.

To retrieve a contact from Address Book using Customer’s Name,

  1. Go to Jobs > Calendar > select the date.
  1. Click on Deliveries / Collections then click on Add Delivery / Add Collection.
  1. Type in the first 3 letters of the customer’s name in the Deliver to / Collect from field of the Add Delivery / Add Collection form.
  1. The address book will auto-suggest a few customer’s names for your selection. Select the customer’s name and the rest of the information will be auto-filled.

To retrieve a contact from Address Book using Company Name,

  1. Go to Jobs > Calendar > select the date.
  1. Click on Deliveries / Collections then click on Add Delivery / Add Collection.
  1. Type in the first 3 letters of the company name in the Company Name field of the Add Delivery /Add Collection form.
  1. The address book will auto-suggest a few Company Name or your selection. Select the Company Name and the rest of the information will be auto-filled.