Adding or editing Ship To information

Ship To is an Account or Address to which goods and services are delivered or performed, or both.
  • In an integrated environment, the default Ship To is the Shipping contact for the Account that owns the Quote or Sales Order.
  • In a non-integrated environment, the default Ship To is the standard CRM contact on the Account that owns the Quote or Sales Order:
    • When adding a Ship To, if there is only one contact associated to the Account that owns the Quote or Sales Order, the fields auto-populate with information for that contact.
    • When more than one contact is associated with the Account, the fields do not auto-populate. You must select the appropriate contact to be the Ship To contact.

A Quote or Sales Order can have only one Ship To contact. You can edit an existing Ship To. Your changes replace the existing Ship To contact.

Note: You can only add Ship To information if:
  • The sales order has not yet shipped or invoiced.
  • The quote has not expired or been converted to a sales order.

To add:

  1. On the Sales or Quotes details page, expand the Ship To Related Item and perform one of these actions:
    • If a Ship To record exist, click Edit.
    • If a Ship To record does not exist, click Insert.
  2. Specify this information:
    Name
    The ship to record associated with the quote or sales order.
    Note: 
    • If Back Office Extension is enabled, click Lookup to select from a list of available Ship To records for this Quote or Sales Order. This list is populated by the ERP system.
    • If Back Office Extension is not enabled, click Lookup to select from a list of quote or sales order - shipping contacts.
    Address
    The address for the ship to record. If the Ship To field is selected, this value is populated automatically.
    Early Shipment Allowed
    Select if the associated products can be shipped before the expected ship date.
    Partial Shipment 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.
    Note: This field is enabled only when Back Office Extension is enabled.
    Ship Via
    The carrier to use for delivering the sales order.
    Note: This field is enabled only when Back Office Extension is not enabled.
  3. Click Submit.
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