Address Setup
Navigate to A/R Module, Setup -> System Tables Setup -> Address Setup
In a system table called “Address Setup” user can create countries, country groups, counties, zip codes, import zip codes, states or regions, and time zones.
Note that the values in all the upcoming dropdowns related to taxes, currency, and so forth are values which have to be setup prior to this step in the other respective systems tables.
Once all these values are setup in each node, the system will auto populate default values based on user entries all throughout Naviga. For example, if a user is entering a phone number for a contact in the US, then the system till automatically enter that phone number in the format created in this menu screen.
Time Zone Setup
Start with the node “Time Zone Setup”. Scroll to the bottom of the screen and enter an ID which is a maximum of 10 characters, a description and then choose a UTC code from the drop down list. Then click on the + sign to add the new time zone.
Once you enter several IDs, you can change the sort number which is the order number of the time zone determining where it appears on the list, and then click on “Apply Sort”. Then click on the “Save” button to store the time zone.
Note that you can delete the time zone using the red x button, only if it has not been used in the system. Once it has been used for clients’ addresses, then you cannot delete it and the red x button turns grey.
Country Setup
Click on the Country setup node. You can delete any country from this list using the “Delete” button. This will not allow users to be able to choose the country from anywhere in Naviga.
To create a new country, click on “New”.
Enter a country ID, up to 10 characters.
Enter the country name, which is free form text. Choose the continent from the drop down menu. You can choose a country group from the drop down menu to group this country with others for business purposes. For example, a group can be North American or European or Near East and so forth. Choose the default time zone from the drop down and enter a sort number determining the order in which this country will appear on the list and throughout Naviga.
Fill in the ISO codes and numbers if applicable.
Enter the default tax code, currency, and forms language for this country (if applicable)
If International Tax ID and/or Registered Company Number are required before the account can be approved, please check "Yes" on those fields (Common in Norway)
Apply all applicable choices regarding the zip codes requirements for shipping and mailing items as well as the phone codes for calling clients. For example, a 011 for international calls and so forth.
Address Formatting
Navigate to Setup -> System Tables Setup -> Address Setup in either the Ad module or the A/R module, and then select Country Setup. In the Address/Phone Settings section there is a new dropdown for Address format (2025.4 and later).
What is selected here will affect what is used in the following merge tags:
On Statements - #CUSTOMER_ADDRESS#, #REMITTO_ADDRESS#
On Advertising Invoices - #BILLTO_ADDRESS#, #ADVERTISER_ADDRESS#, #REMITTO_ADDRESS#
On Miscellaneous A/R Invoices - #BILLTO_ADDRESS#, #REMITTO_ADDRESS#
As far as Remit-to address goes, there are a few things which determine what is used in the #REMITTO_ADDRESS# merge tag, and this will be a change from previous versions.
Previously, #REMITTO_ADDRESS# was the big text box in the first block below. The other single line boxes at the bottom were all broken out into separate merge tags (#REMITTO_ADDRESS1#, #REMITTO_ADDRESS2#, #REMITTO_ADDRESS3#, etc.)
The separate merge tags still exist and haven't changed, but the #REMITTO_ADDRESS# has changed. IF you have filled in all the separate fields, AND used the Country ID in the Remit to Country field, then the system will take those fields and format them for you using just the #REMITTO_ADDRESS# tag, and according to country setup Address Format.
If you have not filled in the separate address fields from the second box below, then the #REMITTO_ADDRESS# will use the first box.
So, in summary, if you use #REMITTO_ADDRESS# tag on your invoices and statements - and you want to use the format that you manually created in box 1 below - don't enter data into all the other fields. If you are a multi-country organization and have different countries in your remit-to, this allows you to use just the one tag on your form and have it format differently for your different addresses. (Keep in mind that the exact remit-to address may come from Company Setup, Product Group setup or, for foreign currencies, from the Bank tied to the FC setup.)
The reason for this change was because some of our clients were having trouble with mailing invoices where there were too many lines for some countries, which was problematic for window envelopes.
As an example - this is what my test account in London looked like in earlier versions -
In 2025.4, after selecting the option City and Zip on the same line, State on the Next line then the address updated to this, using one less line:
Enter the zip code formats as well as the phone number formats in the respective sections. This will determine the automatic formatting which Naviga will adopt when you enter an address or phone number for a client or contact in the system.
You can enter more than one format. For example, for the phone number, you can enter the 7 digit number or 10 using parenthesis for the area code, or just the 10 digits with no spaces. Similarly for the zip code, you can enter the accurate number of 5 digits or 5 digits + 4 digits, and so forth. When you need to enter a new line, at any time, click the + next to the menu Add 1 New Lines, or choose Add 2 New Lines and click the +.
Enter the tax registration format in the same way and click the “Save” button.
HINT: In the zip formats above you will see the last column (Digits) is asing for a number in this field. This is the number of digits we will validate against. So if you say 5 in both the zip and zip plus 4 we only validate the zip code. If you say 9 in zip plus 4 you would either have to load every zip+4 or every time you type one in/import one it will force you to add to the database, so you might want to consider putting 5 in both of those fields.
Country Group
Click the node Country Group to create groups in which you can enter more than one country together. For example, United States and the territories can be in one group. Or all EU countries in one group and so forth. This is for reporting and organization purposes throughout Naviga.
You can always use the delete button to remove a group. Click “New” to create a new group. Name the group and then choose the countries in the group from the drop down menu. Choose the delivery methods by which user will mail items to clients in these countries.
You can also choose special delivery methods from the drop down in case one is needed. Click on the “Save” button when finished.
County Setup
Click the node County Setup to create new counties. Choose the country and state from the respective drop down menus.
Enter the county ID and description and then click on the + sign. Repeat till all counties are entered and then click on the save button.
State/ Region Setup
Click the node State/ Region Setup. Choose the country from the drop down menu for which you want to create regions or states.
Enter an ID and description for each region. Choose the Tax Region and whether it is tax exempt or not and then click the + sign. Repeat the process and save when finished.
Zip Code Setup
Click the node “Zip Code Setup”. This section will fill in default values for when users enter a zip code in the system, and Naviga will populate the name of the county, city and all tax related information as entered below.
Choose a country from the drop down menu. And then click the “New” button.
Enter the new 5 digit zip code, and enter the names of the cities, one for each blank box, which are included in the zip code. Choose the state, tax region, geographic region and time zone from the drop down menus.
Choose the county from the drop down and click the +sign, and then click on the save button. In the future, when you want to edit this zip code, type it in and the list will open displaying the zip code. Click the zip code in the list and all the information will display and be available for editing.
Import Zip Codes
Click the node “Zip/ Postal Code Import” to bring in many zip codes or postal codes at a time from a spreadsheet.
Click on the button “Download Template”. Note that all yellow highlighted columns must have values which already match values in Naviga, but only the bold columns are mandatory to enter.
Code
Zip code or postal code
45209
Yes
Region ID
This is the name of the region or state.
OH
No, but value has to match existing values in the State/ Region Setup node in the address setup table.
City Name
Name of the city with this zip code. You can enter several cities with different names and same zip codes on different lines.
Cincinnati
Yes
Time Zone
This is the time zone of the city or region.
EST
No, but value has to match the values entered in the node Time Zone from this menu screen.
Tax Region ID
This is the tax region where this code lies.
OH
No, but value has to match the value in Naviga
County
This is the name of the county where this zip code is.
Westchester
No, and value can be any free text format entry.
County FIPS
This is the name of the county five-digit Federal Information Processing Standard (FIPS) code (FIPS 6-4) which uniquely identifies counties and county equivalents in the United States, certain U.S. possessions, and certain freely associated states. The first two digits are the FIPS state code and the last three are the county code within the state or possession.
42-987
No and free entry with the accurate FIPS for the county.
Fill in as many rows as the template allows. You can use the same zip code but with different cities on several lines.
Save the template on your desktop. Then in the Naviga import screen, click on the select and browse to upload the template. Choose the country from the drop down menu so these zip codes would be associated with this country in the system.
Then click on “Test Import” button. This is mandatory and will alert you to any errors in the template before importing. If you see any errors, click the OK button and read the errors. Click the remove button on the screen to remove the incorrect template from the upload. Browse for the template on your desktop and correct the errors. Be sure to save the template again. Then repeat the upload process in Naviga and test import till all errors are corrected.
When ready, click on “Import File” button. The system will give you an import success message.
To view the imported zip codes, click on the node Zip Code Setup and choose the country from the drop down. Then start typing the first 3 numbers in your zip code and the list will display. Choose the ones you want to review by clicking on them in the list.
You can edit any further fields on this screen and click the save button to store the information.
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