Using the Return Ship To Details tab

Use this tab to add information about replacement products being shipped to the customer as part of the selected return. The customer information is added from the return information, but you can select a different contact to receive the shipped replacement parts.

To access the Ship To Details tab:

  1. Access the Return detail view. See Using the Return detail view
  2. Click the Ship To Details tab. If the tab is not visible, click More Tabs. See More tabs

On this page, you can:

  • Change the Ship To contact information:
    1. Click the Find and use the lookup to select an alternate contact to receive the replacement product(s) in the Contact field. See Finding records
    2. Use the Ship Via and Tracking # fields to include additional shipping information.
    3. Specify the customer name or other information required to send the replacement product(s) in the Attention field.
    4. Click Address Edit to add or change the shipping address. See Adding or modifying an alternate address
    5. Specify any special shipping instruction in the Special Instructions field.
    6. Click Save.
  • Add a product being shipped to the customer:
    1. Click Add Return Shipped Product under Assets to Ship.
    2. Modify the Return Shipped Product fields. See Using the Shipped Product fields
    3. Click OK.
  • Modify a product being shipped to the customer:
    1. Click Edit next to the product you require to modify under Assets to Ship.
    2. Modify the Return Shipped Product fields. See Using the Shipped Product fields.
    3. Click OK.
  • Delete a product being shipped to the customer:
    1. Click Delete next to the item you require to remove under Assets to Ship.
    2. Click OK.