This guide provides step-by-step instructions on how to manually input addresses into the Crew Dashboard, ensuring accurate and efficient customer and delivery management.
Adding an Address Manually
Occasionally, you might need to manually add or update addresses in your system. Whether it’s for a new customer or updating an existing location, here’s how to do it:
Step 1: Navigate to Add Address
Log into the Crew Dashboard.
Click on the 'Customers' tab, then select 'Add Address'.
Step 2: Enter Address Details
Here's how to fill in the necessary information:
Start Typing Address
Action: Begin typing the address name.
Note: If the address is recognized, details will automatically populate.
Allow Manual Override
When to Use: Click 'Allow manual override' if the address details aren’t auto-filling or if the map's red pin isn't accurately placed.
Purpose: Enables you to manually input address details or adjust the map pin location.
Company Name
Action: Enter the company name, if applicable.
Address Details
Fields: Building, Floor, Unit, through to Country.
Instruction: Fill in these details manually if they haven't been auto-populated.
Delivery Instruction
Note: For hub and drop site addresses, you can leave this blank as there's another section for adding specific collection instructions.
Is Business Address
Action: Tick this box if the address is for a business.
Step 3: Save the Address
Action: Once all details are accurately filled in, click 'Save'.
Double-check the address details for accuracy before saving. Incorrect information can lead to delivery issues.
Conclusion
Manually adding addresses to the Crew Dashboard is a simple process designed to ensure that your operations run smoothly. Accurate address entry is crucial for efficient customer management and delivery operations. Remember to review and update address information regularly to maintain the accuracy of your database.
Make use of the 'manual override' option whenever necessary to ensure the highest level of accuracy in address positioning and details.
