Modify the billing address of a customer

After a quote is created for an opportunity, you can modify customer information in the quote. You can modify the Bill To address of a customer in a quote by either selecting a different address from the list of existing addresses defined for the customer or adding a new address for the customer.

1. Click the Quotes tab in the menu bar.
2. The Quote Home page is displayed. Perform either of the following steps:
   • Click the Find Quote hyperlink.
   • In the Search box, enter the name of the quote as the search criteria and click the Search icon. The Quick Search Results screen displays a maximum of 10 quotes matching the search criteria.

     If the quote that you are searching for is displayed in the Matches on Quotes panel, click the corresponding Quote Name hyperlink or double-click the corresponding row. The Quote Summary screen is displayed. In this scenario, ignore steps 3 and 4.

     However, if the quote that you are searching for is not displayed in the Matches on Quotes panel, click Advanced Quote Search.

3. The Quote Search screen is displayed. Enter the appropriate search criteria and click Search.
4. The quotes matching the search criteria are displayed in the Search Results panel. Click the corresponding Quote Name hyperlink or double-click the corresponding row.
   Note: If only one quote matches the search criteria, the details of the corresponding quote are automatically displayed.
5. The Quote Summary screen is displayed. Perform either of the following tasks:
   • From the Actions drop-down list, select Modify Quote. The Quote Details screen is displayed. Click the Customer tab.
   • Click Edit in the Customer panel. The Quote Details screen is displayed.
6. To modify the billing address, perform the following steps:
   1. In the Billing Address panel, click Edit.
   2. The Edit Address dialog box is displayed. Modify the following fields, as appropriate:

      - To use an address from the existing list of addresses, select an address from the Existing Addresses drop-down list.

      - In the First Name* box, enter the first name of the customer.

      - In the Last Name* box, enter the last name of the customer.

      - In the MI box, enter the middle initial of the customer.

      - From the Title drop-down list, select the title of the customer. For example, Mr., Mrs., Dr., and so on.

      - In the Company box, enter the name of the company. By default, the company name of the contact is displayed. You can change the company name if required.

      - In the Address boxes, enter the address of the customer.

      - From the country or region* drop-down list, select the country or region in which the customer resides.

      - In the Postal Code box, enter the postal code of the city in which the customer resides.

      - In the City box, enter the name of the city in which the customer resides.

      - In the State field, enter or select the name of the state in which the customer resides. Based on the way it is configured by your administrator, the State field is displayed either as a box or a drop-down list.

      Note: Based on the configuration, the City and State fields are automatically populated based on the country or region you select and the postal code that you enter.

      - In the Address Type field, select the appropriate radio button. Select Commercial if the address is the commercial address of the customer, or select Residential if the address is the residential address of the customer.

   3. Click Save to save the details and return to the Quote Details screen.

      Notes:

   4. * indicates that the field is mandatory.
   5. If you enter an invalid address, the Select Address dialog box displays valid addresses that are closest to the one that you entered. Select the appropriate option.
7. Click Save in the Quote Details screen to save the quote.