Adding Customer Addresses on the Fly

When the Ship To Dropdown Is Empty

You opened an order for a customer who has no shipping or billing address on file. You used to have to leave the order, go to the customer's profile, add the address, and come back. Not anymore.

Adding an Address Inline

On the New or Edit Order page, under the Ship To or Bill To dropdown, you'll see a small link:

• Add new shipping address
• Add new billing address

1. Click either link.
2. A panel opens with fields for street address, apartment / suite / unit / floor, city, state, and ZIP. A radio at the top lets you pick whether the new address feeds the Shipping or Billing dropdown (defaults to whichever link you clicked).
3. Fill it in and click Save Address.
4. The dropdown refreshes and the new address is auto-selected for you.

The address is saved on the customer — it'll be available for future orders too.

What Gets Validated

• Street address is required.
• Country defaults to US.
• You can use the same panel to add a shipping address one moment and a billing address the next — just flip the radio.

Heads up: This adds a brand-new address. If you want to edit an existing address (fix a typo in a ZIP, change a street name), open the customer's profile from Customers and edit there.

See also: Customer Management Basics, Importing a Purchase Order with AI