Address Management

feature overview address management lets users maintain shipping addresses in shi one the feature supports two address types organizational addresses shared addresses used by a storefront or organizational unit personal addresses user specific addresses that stay with the user across storefronts this feature matters because it helps users find the right shipping address faster keep address data clean with validation and duplicate prevention organize shared addresses with groups for easier filtering and checkout selection set a default organizational address for faster checkout this feature is for shi one admin users in mvp can view and manage organizational storefront addresses all users can create and manage personal addresses for individual use key terms explained organizational address a shared address attached to a storefront or organizational unit personal address a private address attached to a single user account personal addresses are not shared and are not grouped address group a label used to organize organizational addresses one address can belong to multiple groups default address the main organizational address for a storefront checkout can use this address and prioritize its group storefront the workspace where a customer or organizational unit manages catalog, users, addresses, checkout, and settings address drawer a side panel used to view or edit address details address lookup the search field used to find and auto fill address details during address creation or editing hierarchy or relationships shi one > storefront > organizational addresses functionality overview what users can do with this feature view organizational addresses admin users can browse a flat table of storefront addresses search and filter addresses users can search by text and filter by group, country, state, and city create organizational addresses admin users can add a new shared address and assign one or more groups edit organizational addresses admin users can update address details, groups, and default status set a default organizational address admin users can mark one shared address as the default for the storefront view address location on a map the address drawer shows a map pin for the selected address manage personal addresses all users can create and edit their own personal addresses on a separate page notes or constraints mvp access for organizational address management is limited to shi one admin users personal addresses are separate from organizational addresses and are never grouped personal addresses persist across storefronts because they are user scoped duplicate addresses are not saved twice pagination defaults to 25 rows per page, with options for 50 and 100 shi com account settings should hide this functionality or redirect users to shi one \[todo confirm final name column fallback order current notes indicate site name > ship to > street address, but one acceptance note omits ship to ] getting started accessing the feature navigate to storefront address management in shi one open my accounts or the storefront selector select the storefront you want to manage open the addresses tab in the storefront /address%20ss 5 png to access personal addresses, open the user profile or courtesy navigation and select my addresses insert screenshot \[user profile dropdown showing my addresses] ensure you have the required role or permissions organizational addresses in mvp shi one admin personal addresses any signed in user can manage only personal addresses created by that user insert screenshot \[permissions or role assignment screen] prerequisites accounts/roles required shi one admin required for storefront organizational address management in mvp signed in user required for personal address management configuration required access to shi one a storefront must already exist data required at least one storefront for organizational address management address details such as street, city, state, zip or postal code, and country using address management (step by step guides) 1\ creating a new organizational address open the storefront addresses tab /address%20ss 4 png click add address /address%20ss 4 png complete the fields address lookup search for an address to auto fill fields when available site name optional display name for the address street address required suite / floor / apt optional city required state required for u s addresses zip code required where applicable country required ship to optional during address management, but required at checkout attention to optional groups select one or more existing groups, or type to create a new group /address%20ss 2 png click save address insert screenshot \[new address saved and visible in the address list] result the new organizational address appears in the address list and can be used during checkout if permissions allow 2\ editing an existing organizational address from the address list, select the address and click the edit icon /address%20ss 4 png edit fields as needed address details site name ship to attention to group assignments default address setting /address%20ss 1 png click save changes /address%20ss 1 png result the updated address details appear in the organizational address list 3\ managing address groups and defaults open the address you want to manage from the organizational address list /address%20ss 4 png to assign groups use the add to group field in the create or edit form select an existing group from the dropdown or type a new group name to create it inline /address%20ss 2 png to set an address as the default open the address in edit mode enable the default option if available for your role save the address insert screenshot \[edit drawer showing the default address option] result group tags appear as chips in the address list one address becomes the default for the storefront checkout can prioritize the default address and its group /address%20ss 4 png 4\ viewing and filtering addresses use the search bar to find addresses within the current list and filter context /address%20ss 4 png use filters to narrow the list by address group country state for u s addresses city /address%20ss 3 png columns shown in the organizational address table include name street address city state zip country ship to group insert screenshot \[full organizational address table with visible columns] name column behavior displays site name when available falls back to ship to or street address based on final configured logic insert screenshot \[address row showing how the name value is displayed] 5\ viewing address details and map open an address from the organizational address list to view details in the address drawer /address%20ss 1 png review the address location map at the top of the drawer a map pin marks the address location the drawer also shows the address details used for shipping /address%20ss 1 png result users can confirm the address location before saving or using the address 6\ managing personal addresses open my addresses from the user profile or courtesy navigation insert screenshot \[user menu with my addresses highlighted] click add address or open an existing personal address to edit it insert screenshot \[personal addresses page with add address button] complete or update the address details personal addresses support multiple saved addresses personal addresses are not grouped personal addresses are visible only to the user who created them insert screenshot \[personal address create or edit form] click save insert screenshot \[saved personal address visible in the personal addresses list] result the personal address is available to the user across storefronts use cases & scenarios (optional) primary use cases a storefront admin adds a new warehouse address and assigns it to the warehouses group a storefront admin sets the headquarters shipping address as the default to simplify checkout a user saves a personal address for repeat use across multiple storefronts a purchaser filters addresses by city and group to find the correct shipping destination quickly best practices use clear site name values for commonly used addresses create consistent group names such as corporate offices , warehouses , and remote sites set a default address for the storefront when one location is used most often use address lookup when available to reduce manual entry errors review duplicate prevention behavior before creating a new address that may already exist troubleshooting and faqs common issues i cannot see the addresses tab confirm that the user is in the correct storefront confirm that the user has shi one admin access for organizational addresses in mvp i cannot edit or create organizational addresses verify that the signed in user has admin access in shi one my personal addresses are not visible to another user this is expected personal addresses are private and user scoped i do not see grouping options on a personal address this is expected personal addresses are never grouped the address i entered did not save the platform prevents duplicate addresses from being saved twice the wrong address appears first in checkout check which organizational address is marked as the default confirm the address group settings for that default address faqs who can manage organizational addresses in mvp? shi one admin users who can manage personal addresses? any signed in user can manage personal addresses created by that same user can one organizational address belong to more than one group? yes are personal and organizational addresses shown together? no personal addresses are on a separate page can users delete addresses? \[todo confirm final delete behavior notes suggest delete may not yet be available in some designs ] does checkout use the default address? yes the default organizational address is intended to drive checkout defaults and group priority