How can I edit Counterparty addresses on the fly?

If you need to modify a Customer or Supplier address on the fly, you can do it right from the Brokerage Worksheet. 

1. Click on the icon to the right of the 'ship to location' drop-down field. 

2. This will open a box with the current information. Make any address changes needed.

3. Click Save. This will change any presaved primary address on the Counterparty form. 

NOTE: at this time, there is no way to add or modify secondary locations with this shortcut. 

If you have additional questions, please contact the Support Team via email to