Setting Up an Address & Contact Information

In TreeAMS, your Address is used for product management, attendance feature, and geolocation tagging, while your Contact details are used for product cart and product order. Keep them updated to ensure everything runs smoothly.

How to Set Up an Address information

To set up an Address in TreeAMS, your role must be either a Site Admin or a Site User with the TreeAMS Network Manager sub-role. For more details on the different roles in TreeAMS, refer to User Types. If you're unsure of your role, please check with your manager, supervisor, or administrator.

Here's how to set it up:

1. Log in to your TreeAMS account and switch to Desk. Learn how you can switch from Portal to Desk here.
2. Go to Network → Network Tree
3. Click on the Network Node that you want to set up → Click Edit
4. Click on the Contact & Address Section
5. Click Add New Address and fill in:
   • Address Title
   • Address Type (e.g., Billing, Shipping)
   • Address Line 1 & 2
   • City/Town, Country, Postal Code
   • Email Address (network/admin email)
   • Phone (network/admin/CS)
   • Tick Preferred Billing Address if used for billing
   • Tick Preferred Billing Address if used for billing
   • Tick Preferred Shipping Address if used for shipping
   • Tick Disabled if this address is already inactived
   • Reference (link to related documents)
   • Save
6. Select which address should be the primary contact for this network. You have to cancel and reselect if the chosen address is edited after save.

How to Set Up a Contact information

1. Log in to your TreeAMS account and switch to Desk. Learn how you can switch from Portal to Desk here.
2. Go to Network → Network Tree
3. Click on the Network Node that you want to set up → Click Edit
4. Click on the Contact & Address Section
5. Click Add New Contact and fill in:
   • Contact Type (Network / Supplier / Legal / Asset)
   • First Name, Last Name, User ID
   • Address (can link to the address added before)
   • Designation
   • Contact Details (email, tick Is Primary if main contact)
   • Contact Number (tick Is Primary Phone / Is Primary Mobile if applicable)
   • Reference (link to related documents)
   • Save
6. Select which contact should be the primary contact for this network. Reselect, if the chosen contact is edited after save

What is Primary Address?

The Primary Address in TreeAMS is the main delivery address used in the Product Cart & Product Order function. It tells suppliers or partners where products should be shipped.

It helps businesses by:

• Ensuring correct deliveries → products go to the right location.
• Avoiding confusion → one clear, official address per site.
• Supporting smooth operations → consistent delivery data across orders and reports.

👉 In short: Primary Address = the main delivery destination for your location in TreeAMS.

What is Primary Contact?

The Primary Contact in TreeAMS is the main person responsible at a location. Their details (name, phone, email) are registered in the system and used for the Product Cart and Order functions.

It helps businesses for:

• Delivery coordination → suppliers know who to reach regarding the order.
• Order accuracy → each order is linked to the correct responsible person.
• Internal visibility → your team always knows the go-to person at that location.
• Accountability → ensures every order has a designated contact.

👉 In short: Primary Contact = the official point of contact for orders and deliveries, stored in TreeAMS for smooth coordination.

If you need assistance, please email us at connect@treeams.com . We are happy to help! 👋😊