Adding addresses

Administrators can set up global addresses for their accounts. The addresses are available to all groups and individuals that use the account(s) through the Booking and MY PROFILE, Address Book screens.

Administrators are strongly recommended to add at least one address to each booking account.

This provides a "template" for the downloadable .CSV file and can be readily edited and extended by users through the MY PROFILE > Address Book screens.

Before you start

1.	You must have administrator privileges for the consol codes/accounts which will use the new addresses.

2.	You can set up the address list in one of two ways:

o	add addresses one by one (first procedure below).

o	add addresses in bulk using a .CSV (comma delimited) file (second procedure below).

1.	Select ADMIN > Address Book Management > Add New Address.

2.	Select an entry from the Consol Code dropdown list.

The Account Details panel is populated with a list of available account(s).

3.	Do ONE of the following:

o	Tick Apply to All Accounts.

o	Highlight one account.

o	Select several accounts (hold the CTRL button down and highlight individual accounts with the mouse).

4.	Go to the Address Details panel and type an easily recognisable name for the new address in the Address Name field.

a)	If you know the address, type in the Postcode. If not, go to the next step.

o	Type the building name or house number and the road into the Building Name/No. field.

o	Click Validate.

o	Highlight the radio button for the matching address and click Select.

Validating an address allows us to confirm the booking and map the address to GPS co-ordinates for our couriers. Entries in your Address Books only have to be validated once.

Occasionally, the system may not be able to validate an address; contact your service centre for assistance.

b)	If you don't know the postcode, click Postcode Unknown and fill in the mandatory fields.

The name of the Town is optional, but we recommend that you include it. (It speeds up the search and produces a shorter list of potential matches.)

i.	Find the matching address and click Select.

Occasionally, the system may not be able to find the address you require; contact your service centre for assistance.

5.	Repeat the preceding steps as necessary.

6.	When you have finished, click one of:

Save (save and stay on the same page) / Save & Close (save and leave the page) / Close (cancel the changes).

1.	Select ADMIN > Address Book Management > View/Amend Address.

2.	Click Search (there is no need to type in any search filters).

3.	Click Download CSV File and save the file in preparation for editing it.

4.	Go offline, edit the .CSV file as necessary in Excel (do not change the order of the columns), and save it in .CSV (comma delimited) format.

5.	Select ADMIN > Address Book Management > Add New Address.

6.	Click Browse, find the updated .CSV file, highlight it and click Open.

7.	Click Upload Address List.

The system displays various status messages at the top of the screen following the upload.

Addresses that are uploaded via a .CSV file, need to be validated.