This article walks you through adding pickup and consignee addresses to a client record.
Why save addresses on the client: A shipment's origin and destination can be typed in fresh each time, but if a client ships from or to the same facilities regularly, saving them here means the facility manager, appointment type, timezone, reference numbers, and notes carry over automatically.
The client must already be set up in polt.ai. If they aren't, see Setting up clients.
1. Open the client and go to the Addresses tab
From the Clients dashboard, click into the client. At the top of the record, click the Addresses tab.
You'll see a table of every saved address for this client with these columns: ID, Name, Address, Created by, Created at.
2. Add a new address
Click New address in the top right. The New address dialog opens with these sections:
Top section — the address itself:
Name — what to call this address (e.g., "Sparks DC", "Reno Warehouse")
Address line 1
Address line 2 (apt / suite / unit)
City
State
ZIP code
Country — defaults to United States
As you type the address, the map preview on the right updates to confirm the location.
Appointment details section:
Facility manager — type-to-search to assign a contact (verify search scope)
Appointment type — defaults to Scheduled. Available options:
Scheduled — appointment booked for a specific date/time
FCFS — first come, first served
Port Appointment — scheduled appointment at a port facility
Port FCFS — first come, first served at a port facility
Timezone — select the facility's timezone
Reference # — default reference number for this facility
Account # — default account number for this facility
Appointment notes — free-text notes that travel with this address on every shipment (e.g., "Use Door 4, check in with security")
Click Add to save, or Cancel to discard.
Tip: Fill in as much as you know up front. Defaults entered here flow into every new shipment that uses this address, so a thorough setup now saves repetitive entry later.
3. Edit or delete an existing address
From the Addresses tab, click the ... menu at the right end of any address's row to edit or delete it.
Note: Deleting a saved address removes it from the client's address picker for new shipments but does not affect any historical shipments that already used that address.