An address can change hands mid-season: the property is sold, a housing association splits, a management company takes over. Open the address from Locations, change its Customer and save. What that does to dispatches is governed by one rule.
The stamp
Every stop is stamped with the customer of its address at the moment the stop is created: when the dispatch is created, when addresses are added to it later, and when work is registered manually. From then on the stop belongs to that customer, whatever happens to the address.
What a move does
When you move an address to another customer:
- Stops that are Not started or In progress follow the address to the new customer. Work still to be done belongs to whoever holds the property now.
- Stops that are Completed, Unable, Removed or Cancelled keep their stamp. Work already done stays with the customer who ordered it.
So the night before the move is still the old customer's night: it shows in their portal, their reports and their history, and the invoice for finished but not yet invoiced work goes to them, not to the new owner. Tomorrow's planned dispatch, and tonight's stop a driver is still at, go to the new customer.
What it means in practice
- Moving an address never rewrites dispatch history. The customer portal shows each customer the dispatches that were theirs, see What a customer sees.
- Finished, uninvoiced work is billed to the customer who ordered it. If the price changes with the new customer, that applies to work dispatched from now on, see which price applies.
- Work recorded before this rule existed carries no stamp and follows the address, so old dispatches show under today's customer.
- A stamped customer that is later deleted leaves the stop pointing at nobody: it bills nothing, rather than billing whoever holds the address now. Check such stops before invoicing.
The stamp is not shown on the stop; you see its effect in the portal, the reports and the invoice drafts.