The main purpose of Address Validation inside the our platforms is firstly to assist the users during the filling in of address forms and secondly to prevent any address-related errors from happening during the Save process.

Address Validation Rules

BSS
The triggering rules of address validation in BSS, when a validator is active, are the following:

1. A new customer’s address is registered in BSS or wherever an address change/edit occurs.

2. All of the fields Address, City, State, Post Code appear in a form and all the aforementioned fields are required(*).
   
   

Storefront
The triggering rules of address validation in Storefront, when a validator is active, are the two abovementioned BSS rules along with the following one:

1. All of the fields Address, City, State, Post Code appear in a form and at least one of those fields is completed by the Storefront user when they are not be required(*).
   
   

This means that existing customers that have their address validated in the past or haven’t validated their address at all, will not be validated again unless a new address is registered or a change to their existing address occurs.

Activating an Address Validator

To activate one of the available external address validator providers, the BSS user can navigate to BSS Setup > System Options > Addresses > Address Validation and witness the two available address validators.

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• Validator Availability Status: Each external address validator provider has a color icon indicating the enabled (green) or disabled (red) status of the validator.

Consequently, when the validator has a green color icon, this means that it is available for activation or deactivation. Otherwise, when the validator has a red color icon, then the BSS user cannot utilize that validator, since the aforementioned conditions, written inside the table above, are not met.

• Set-Up Settings:

  • In the case of Microsoft Address Validator, there is a Settings button available which serves as the facilitator for choosing one authenticated Microsoft instance if there is more than one authenticated Microsoft instance available to choose from.

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    Once the preferred instance is chosen by the BSS user, the credentials of that Microsoft instance will be utilized from the Microsoft address validator.

  • In the case of Avalara Address Validator, the Settings button is unnecessary since the credentials of the Avalara instance are configured from the Taxes section located at BSS Setup > Administration > System Options > Taxes > Tax Engines.

     

• Active Validator: Only one address validator can be set as Active at a given time, by enabling the respective checkbox.

After one of the available external address validator providers is activated, the BSS and Storefront users can enjoy the benefits of completing address forms error-free and stress-free in various scenarios.

Triggering an Address Validation in BSS

An address validator functions in various scenarios in BSS, from creating a new address for an account to editing an existing address or adding a second one.
The address validation applies to all types of customers (direct, end-customer), resellers, affiliate accounts of resellers, and leads when the following actions occur while the Save button is clicked.

• Creating a BSS account along with an address.

• Editing a BSS address via the Address tab of the BSS account.

• Adding a second BSS address.

• Creating a Lead.

• Editing a Lead.