Manual Contacts & addresses
A customer (often a legal entity) has several contacts and can be delivered to several addresses distinct from its head office. This data enriches the customer file and feeds the delivery notes.
Overview
Beyond the head office address entered on the customer file, Swifto distinguishes two complementary concepts: contacts (the people to reach at the customer) and delivery addresses (the places to deliver to, distinct from the head office / billing address).
Contacts
Each contact has a last name / first name, a position (Purchasing manager, Accountant…), a mobile and an email, and remains linked to their customer.
Delivery addresses
Additional addresses (warehouse, point of sale, job site) selectable on the delivery note, distinct from the head office / billing address.
Related pages in the Customers module
Contacts and addresses depend on the customer file; the delivery address is consumed by delivery notes.
Access and navigation
Left-hand side menu: Customers → Customer contacts. Delivery addresses are managed from the file of the customer concerned.
List of contacts
The page lists the contacts of all customers; each row shows the contact, their position, the customer they belong to, mobile and email.
| Contact⇅ | Position⇅ | Customer⇅ | Mobile phone⇅ | Email⇅ | ||
|---|---|---|---|---|---|---|
| BEN SALEM Karim | Purchasing manager | EL MAZRAA | +216 98 111 222 | k.bensalem@elmazraa.tn | ||
| TRABELSI Rania | Accountant | ECAR | +216 22 333 444 | r.trabelsi@ecar.tn |
Table columns
| Column | Description |
|---|---|
| Contact | Last name / first name of the contact. |
| Position | Role (Purchasing manager, Accountant, Warehouse clerk…). |
| Customer | Customer the contact is linked to. |
| Mobile | Mobile phone number. |
| Email address (used for sending documents). |
Create a contact
Click New, choose the customer to link to, and fill in the contact's identity and details.
New contact
The contact's email is reused to send documents (quotes, delivery notes, invoices) directly to the right person.
Delivery addresses
The same customer can be delivered to several locations (warehouse, store, job site). Each delivery address is geolocated and remains independent of the head office / billing address.
| Label⇅ | Governorate⇅ | Address⇅ | GPS | ||
|---|---|---|---|---|---|
| Sfax Warehouse | Sfax | Route de Gabès Km 4 | 34.74 / 10.76 | ||
| Tunis Store | Tunis | Av. Habib Bourguiba | 36.80 / 10.18 |
Fields of a delivery address
| Field | Description |
|---|---|
| Label | Name of the address (Sfax Warehouse, Tunis Store…). |
| Country / Governorate | Administrative location. |
| Address | Detailed street / road. |
| Latitude / Longitude | GPS coordinates (map / field seller route). |
Selecting on the delivery note
When creating a delivery note, after choosing the customer, you select the delivery address from those on record — without re-entering the address. The delivery note PDF and the field seller's route take it into account.
Delivery note address
Enter your delivery addresses once; they will be offered automatically on every delivery note, reducing destination errors.
Lifecycle (workflow)
flowchart LR A([Customer file]):::s --> B[Contacts
name · position · mobile · email]:::p A --> C[Delivery addresses
geolocated]:::p B --> D([Sending documents
to the right contact]):::ok C --> E[Delivery note
"Deliver to"]:::p E --> F([Field seller route]):::ok classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d; classDef s fill:#E0F2FE,stroke:#0284C7,color:#075985; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
Business rules
Link to the customer — each contact and each delivery address belongs to a specific customer and follows it across all its documents.
Address ≠ head office — the delivery address is independent of the billing address: you can bill the head office and deliver to a warehouse.
Contact email — a valid email is required for sending documents directly; otherwise the contact cannot be reached by email.
Multi-tenant isolation — contacts and addresses are only visible to the company that owns the customer (access controlled by ID, anti-IDOR).
Roles & permissions
| Action | Sales / order admin | Logistics | Admin |
|---|---|---|---|
| View contacts / addresses | ✅ | ✅ | ✅ |
| Create / edit a contact | ✅ | — | ✅ |
| Create / edit a delivery address | ✅ | ✅ | ✅ |
| Delete | — | — | ✅ |
Indicative matrix — depends on the profiles defined in your company.
FAQ & Tips
The contact does not appear in the list?
Check that it is properly linked to the right customer; the list gathers all contacts but filters by customer on search.
The delivery address is not offered on the delivery note?
It must first be created on the customer's file. Once saved, it appears in the "Deliver to" selector.
Tip — one email per contact
Enter a separate email for each position (purchasing, accounting): invoices and delivery notes will go directly to the right person.
Swifto ERP · Customer master data · User Manual v1.0
Contacts & addresses — Customers overview · Home