When you create a quote, sales order, invoice, purchase order or contact, Simply copies the address from the record you link it to. You don't have to type it again.
Where the address comes from
| You create | Address is copied from |
|---|---|
| Quote, sales order, invoice | The organization. If there is no organization: the contact |
| Purchase order | The vendor |
| Contact | The organization |
Both the billing and the shipping address are copied: street, city, postal code and country.
How it works
- Create the record, for example a new sales order.
- Choose the organization.
- The address fields are filled in right away, and a message tells you where the address came from.
It also works when records are created by the API, by an import or by a workflow.
Your own address is never overwritten
- Only empty address fields are filled.
- If you have typed a different address, Simply leaves it as it is.
- If you change to another organization and the form already has an address, Simply asks before replacing it: click Use this address to copy the new one.
- Editing an existing record does not change its address.
Good to know
- Keep the address on the organization up to date. That address is the one that gets copied.
- In the classic interface, the address is also copied when you pick the organization in the form.