Address
Overview
Address – Business Overview
Address is a foundational document used to store and manage physical location details for people and organizations your business interacts with. It ensures that every customer, supplier, employee, or partner has clear and consistent address information that can be reused across all business activities.
What the Address document is used for
The Address document acts as a central place to record location details such as billing addresses, shipping addresses, office locations, or registered business addresses.
Instead of entering address details repeatedly, your team can select an existing Address wherever it is needed, ensuring accuracy and consistency across the organization.
Prerequisites and setup requirements
Before using Address effectively, the following should be in place:
- Business entities such as customers, suppliers, or internal company records should already exist
- Standard address formats and naming conventions should be agreed upon internally
- Users should understand when to create a new Address versus reusing an existing one
No complex setup is required, making it easy to start using from day one.
Typical workflow and how it fits into business processes
- A user creates an Address when a new location is identified (for example, a new customer billing location).
- The Address is linked to one or more business records such as customers, suppliers, or internal departments.
- The same Address can then be selected automatically in transactions such as sales documents, purchase documents, or employee records.
- If an address changes, updating it in one place ensures consistency wherever it is used.
This workflow reduces data duplication and improves operational efficiency.
Key business scenarios where Address is essential
- Sales and invoicing: Ensures invoices are sent to the correct billing address
- Shipping and logistics: Supports accurate delivery by storing shipping locations
- Supplier management: Maintains correct supplier office and warehouse addresses
- Employee records: Stores permanent or current residential addresses
- Compliance and reporting: Provides accurate location details for legal and regulatory needs
Important considerations for users
- Always check if an Address already exists before creating a new one to avoid duplicates
- Clearly identify the purpose of the address (for example, billing or shipping) to prevent misuse
- Keep address information up to date to avoid delivery errors or communication issues
- Use consistent naming to make addresses easy to search and select
In summary, Address is a critical setup document that supports smooth operations, accurate communication, and reliable transactions across the entire business.
Basic Information
- Module: Contacts
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| address_title | Address Title | Data | - | Short name to identify this address in Dafater records | |
| address_type | Address Type | Select | ✓ | Billing, Shipping, Office, Personal, Plant, Pos... | Business purpose of this address for Dafater transactions |
| address_line1 | Address Line 1 | Data | ✓ | - | Primary street or location details for business correspondence |
| address_line2 | Address Line 2 | Data | - | Additional address details such as building or area | |
| city | City/Town | Data | ✓ | - | City or town for Dafater address identification |
| county | County | Data | - | County or district relevant for regional administration | |
| state | State/Province | Data | - | State or province used for taxation and compliance | |
| country | Country | Link | ✓ | Country | Country linked for Dafater localization and tax rules |
| pincode | Postal Code | Data | - | Postal or ZIP code for accurate delivery | |
| email_id | Email Address | Data | Official email associated with this address | ||
| phone | Phone | Data | - | Primary contact number for this address | |
| fax | Fax | Data | - | Fax number used for formal communications | |
| tax_category | Tax Category | Link | Tax Category | Applicable tax category based on address location | |
| isprimaryaddress | Preferred Billing Address | Check | - | Marks this as default billing address in Dafater | |
| isshippingaddress | Preferred Shipping Address | Check | - | Marks this as default shipping address in Dafater | |
| disabled | Disabled | Check | - | Disables this address from active Dafater use | |
| isyourcompany_address | Is Your Company Address | Check | - | Indicates address belongs to your own organization | |
| links | Links | Table | Dynamic Link | Links this address to related Dafater documents |
Child Tables
Links (Dynamic Link)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| link_doctype | Link Document Type | Link | ✓ | DocType | Select Dafater document type to create dynamic business reference |
| link_name | Link Name | Dynamic Link | ✓ | link_doctype | Specific Dafater record linked dynamically for this transaction |
| link_title | Link Title | Read Only | - | Read-only title of the linked Dafater document for reference |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Purchase User | ✓ | ✓ | ✓ | |||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Sales User | ✓ | ✓ | ✓ | |||
| Maintenance User | ✓ | ✓ | ✓ | |||
| Accounts User | ✓ | ✓ | ✓ | |||
| All | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Contact | Linked from | Contacts |
| Customer | Linked from | Selling |
| Delivery Note | Linked from | Stock |
| Delivery Trip | Linked from | Stock |
| Driver | Linked from | Setup |
| Dunning | Linked from | Accounts |
| Installation Note | Linked from | Selling |
| Loan Partner | Linked from | Loan Management |
| Maintenance Schedule | Linked from | Maintenance |
| Maintenance Visit | Linked from | Maintenance |
| Opportunity | Linked from | CRM |
| POS Invoice | Linked from | Accounts |
| POS Profile | Linked from | Accounts |
| Purchase Invoice | Linked from | Accounts |
| Purchase Order | Linked from | Buying |
| Purchase Receipt | Linked from | Stock |
| Quotation | Linked from | Selling |
| Request for Quotation | Linked from | Buying |
| Sales Invoice | Linked from | Accounts |
| Sales Order | Linked from | Selling |
| Shipment | Linked from | Stock |
| Stock Entry | Linked from | Stock |
| Subcontracting Order | Linked from | Subcontracting |
| Subcontracting Receipt | Linked from | Subcontracting |
| Supplier | Linked from | Buying |
| Supplier Quotation | Linked from | Buying |
| Warranty Claim | Linked from | Support |
| Country | Links to | Geo |
| Tax Category | Links to | Accounts |