Working with the Ship To tab for sales orders and quotes

The Ship To tab displays associated shipping information.

To view the Ship To tab:

  1. Access the Sales Order or Quote detail view and select the Ship To tab. If the tab is not visible, click More Tabs. See More tabs
  2. View or modify this information:
    Ship To
    The ship to record associated with the sales order or quote. Select the Ship To tab to view the associated Ship To detail view. See Using the Ship To detail view.
    • To change the ship to address, select the Ship To tab and click Find to find the associated ship to record.
    • To add a new ship to record click Add Ship to. See Back Office and Adding Ship To information
      Note: You can only add Ship To information if:
      • The associated account is successfully promoted.
      • The sales order has not yet shipped or invoiced.
      • The quote has not expired or been converted to a sales order.
    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 Edit to access the Edit Address window. To view a map of the address, clickMap. If Contour integration is enabled and configured a map using the Contour provider is opened. If a provider is not configured the address displays in MapQuest.
    Note:  Based on the implementation you cannot be able to modify 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. ClickcFind to find the appropriate carrier. See Finding records
  3. Click Save.
    Note: Based on the implementation, you are required to promote the ship to. If the Sync Status is Changes Pending in the Task Pane, click Promote. Else, no action is required. See Using the Task Pane
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