Draft: Core Run Changes: Address Change of Customer

Kate Meneses

Posted at October 15, 2019 10:10 am. Last updated at February 11, 2020 11:02 am
Operations Transport Change of Address

*When we change the address of the customer, we don’t just change it in their card file, we need to change it in several locations (AWM, recurring and core runs)*

 

1. Open AWM Manage Page.

2 . Click "Edit Mode"

3 . Change "Address 1" and "Address 2" (if necessary) to the new address provided by the customer.

4. Click "Save".

5. Open MYOB.

6. Go to "List" Menu, then click "Recurring Transactions".

7. Search the customer name on the text box.

8. Click the little blue arrow to open the recurring.

9. On the "Ship To" choose Address 2. If Address 2 is empty, choose Address 1.

10. Click "OK".

 

Request for an "Address Change" using the trello card: To be Changed in Core Runs (https://trello.com/c/kYSe9L4i). Logistics should make the necessary changes in core runs as soon as possible, or whenever the customer requested for it to be changed.

 

(Logistics)

Check the service of the customer.

A. If the customer has an At Call service, no changes will be made in the core runs.

B. If the customer has a recurring service, an update in core runs is needed.

 

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