Add & manage addresses in the Address Book


Summary

The Address Book feature found in the Partner Portal makes booking deliveries quick and easy. Use it to save all your common pickup and drop-off addresses to your account. Using this feature, you can also set default pickup and drop-off addresses, making booking deliveries even faster. This guide walks you through the steps to add and manage saved addresses, in addition to setting the defaults for your account.


Add an address

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Address Book. You will be presented with the Address Book page.

3. Click on Add Address. You will be presented with the Add Address page and several fields to complete.

4. In the Address Type field, choose either:

  • Business: Select this for any business location, even if it is operating within a residential building.

  • House: Select this if the address is for any kind of house.

  • Apartment or Condo: Select this if the address is located within an apartment or condominium building.

5. In the Street Address field, enter the street address. You will be presented with validated addresses. Select the correct option from the list.

6. In the Unit or Suite field, enter the unit or suite number.

Note: While this field is not a mandatory field if you selected the Business address type, we do require a unit number if the business has one.

7. In the Address Access Instructions section, complete the following fields:

  • Available Hours (For Business addresses only): Enter the receiving hours for this address. For stores, these hours may differ from ‘open’ hours.

    Note: These hours do not indicate when your shipment is delivered. Deliveries are made according to the applicable delivery window for the area, or selected Priority Delivery timeframe.

  • Extra Instructions: Share as much detail as possible for delivery instructions as it relates to this address (e.g., lock box codes, buzzer code, loading dock locations, parking availability, elevator location, etc.).

    Tip: Taking the time to complete the Extra Instructions field with complete and accurate information will save you time when requesting a delivery using this address. When using this address in the Delivery Request form, this information auto-populates.

8. In the Contact & Address Label section, complete the following fields:

  • Contact Name: Enter the first and last name of an on-site person we can contact if we run into delivery issues at this address.

  • Contact Phone: Enter the phone number of the on-site contact.

  • Location Label: Assign a name to this address. This name will be used throughout the Partner Portal when referring to this address. If this is a drop-off address, you must use this location label on your packaging.

    Tip: We recommend using the following format for your location labels: [Brand] - [Street Number] [Street Name]. For example, Sobeys - 2541 Danforth Ave.

9. If you would like to set this address as either your default pickup address or default dropoff address which will auto-populate when requesting a delivery, select one of the following options:

  • Make this my default pickup address

  • Make this my default drop-off address

10. Click Save to saved the address.


Set a default pickup or drop-off address

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Saved Addresses. You will be presented with the Saved Addresses page.

3. Locate the address in the table.

4. Beside the Postal Code field for the address, click on one of the following:

  • Up arrow icon: This will set the address as the default pick-up address.

  • Down arrow icon: This will set the address as the default drop-off address.

    You will be prompted to confirm your selection.

5. Click Confirm to save your selection.


Edit a saved address

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Address Book. You will be presented with the Address Book page.

3. Review the list of saved addresses and click on the name of the address you would like to edit. You will be presented with the Edit Address page.

4. Edit the desired information.

5. Click Save to confirm the updates.


Delete a saved address

1. Log in to the Partner Portal. You will be presented with the Dashboard page.

2. From the main menu, click on Address Book. You will be presented with the Address Book page.

3. Review the list of saved addresses and click on the trash can icon to delete the saved address. You will be prompted to confirm deletion.

4. Click Delete to confirm deletion of the address.

 
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