Creating a New Customer Location within a Sales Order or Quote

Learn how to efficiently add a new customer location directly within a Sales Order or Quote in 10X ERP. This feature is perfect for on-the-fly adjustments, letting you create new shipping locations without leaving your current workflow. The newly added location becomes immediately available for all users, making order processing and shipping more streamlined.

  • From with a Sales Order or Quote, Type in a New Location ID of the Location you want to create
  • Add Location Details such as Address and Shipping Method
  • Save the New Location Within the Sales Order or Quote
  • The New Location is Now Available for Future Orders
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