Manage Address Verification Services
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Accurate address information is essential for ensuring smooth and efficient operations in any business, particularly when it comes to order fulfillment and billing. XoroERP simplifies this process by allowing you to validate addresses entered in the system, ensuring that your shipments and invoices are sent to the correct and standardized locations. The Manage Address Verification Services module in XoroERP connects you to a service that automatically verifies and corrects addresses, reducing errors and improving overall efficiency.
After connecting to this service, you can validate the addresses in modules such as sales order, purchase order, invoice, bill, etc. where shipping and/or billing addresses are entered.
The first step in the address validation process is to set up a verification service. XoroERP integrates with PostGrid, a reliable address verification service that ensures your addresses are accurate and standardized.
In the Manage Address Verification Services module, click on the "Connect" button next to the PostGrid service.
The Add PostGrid Account module will open. Here, you need to enter your PostGrid account name and the API Key provided by PostGrid. Once you’ve entered these details, click "Connect" to establish the connection to the service.
After successfully connecting, your PostGrid account name will appear under the Active Services section.
Once you’ve connected to PostGrid or any other address verification service, XoroERP offers a couple of options to manage these services effectively:
Set as Default: If you have multiple accounts connected, this option allows you to set a default service that will be used for address verification across all relevant modules.
Delete: If you no longer need a service, you can remove it from your active services list by clicking the "Delete" button.
With the address verification service connected, you can validate addresses in various modules where shipping or billing addresses are entered, such as Sales Order, Purchase Order, Invoice, and Bill.
To validate an address:
Open any module that includes an address modal (e.g., Sales Order).
Edit to open the address modal.
Click on the Validate button.
A pop-up window will appear, displaying two sections:
Original Address: This shows the address as entered by the user.
Suggested Address: This shows the corrected address as suggested by the PostGrid service.
Review the suggested address and select "Use Original" option to keep the original address. If the suggested address is correct, select the "Use Suggested" option to update your original entry with this verified address. This process ensures that all addresses within your system are accurate and formatted correctly, reducing the risk of errors in shipping and billing.
By utilizing the Manage Address Verification Services module, XoroERP enables businesses to maintain accurate address records, streamline their operations, and enhance customer satisfaction through reliable and error-free shipments and invoices.
XoroERP offers you the address verification ability when uploading sales and purchase orders. A new field labeled AddressVerificationIdentifierCodehas been introduced in the Upload Sales Order and Upload Purchase Order templates.
This field is used to control how address verification is handled during the upload process. Users can enter the following values in this field:
10 - Do not Validate Address: No address validation is performed.
20 - Validate Address with Warning: The system will validate the address, and if any potential issues are found, it will display a warning. You can then choose to proceed with the order or make corrections.
30 - Validate Address with Error: The system will validate the address, and if any errors are found, the upload will be rejected.
By using this field, users can customize the level of address validation required during the upload process, ensuring flexibility and control based on the specific needs of the business.
To provide greater clarity, we've introduced an "Invalid Address?" column in both the Sales Order Centre and Purchase Order Centre. When an order is created through an upload or API, the AddressVerificationIdentifierCode field is set to 20 and an issue is found in the address, the column is marked with a checkmark. This visual cue helps users quickly identify orders with potential address issues that may need further review.
To enhance user convenience, a "Remove Address Verification Error" option is available in both the Sales Order Centre and Purchase Order Centre. This allows users to quickly address and resolve any address verification errors that may have occurred during the upload process.
This option allows you to override the address validation and proceed with the order, even if the system initially detected an issue with the address.
