Working with the Ship To tab for Sales Orders and Quotes
The Ship To tab displays associated shipping information.
To view:
-
View or edit this information:
- Ship To
- The ship to record associated with the sales order or quote.
Select the
Ship To tab to open the
associated
Ship To detail view.
- To change the ship to
address, select the
Ship To tab and click
() to
find the associated ship to record.
- Infor CRM Back Office Extension only. To
add a new ship to record click
().
Note: You can only add Ship To information if:- The associated account has been successfully promoted
- The sales order has not yet shipped or invoiced
- The quote has not expired or been converted to a sales order
- To change the ship to
address, select the
Ship To tab and click
- Address
- The address type selected for shipping. Select a value from the list.
- Attention
- The salutation to use for mailed correspondence.
- Ship To address or location.
- Click
(), to open the
Edit Address window. To view a map of the
address, click
(). If Contour integration is enabled and
configured a map using the Contour provider is opened. If a provider is not
configured then the address opens in MapQuest.
Note: Depending upon the implementation you may not be able to edit address information.
- Early Shipment Allowed
- Select if the associated products can be shipped before the expected ship date.
- Partial Ship Allowed
- Select if the associated products can be shipped separately as products are ready to ship.
- Drop Shipment Allowed
-
Select if the associated products can be shipped directly from the manufacturer or another provider.
- Carrier
- The carrier to use for
delivering the sales order. Click
() to
find the appropriate
carrier.
-
Click
().