Setting Up Ship To Customers
- On the Customer Ship-Tos form, select Actions > New.
-
Specify this information:
- Customer
- Select the customer to set up as a ship to customer.
- Name
- The name of the customer is displayed.
- Ship To
- The next ship to sequence number is displayed for the customer.
- Active
- Select this check box to use customer ship tos. Clear the check box to deactivate customer ship tos.
- Save the record.
- On the Address tab, specify the address information for the customer.
-
Specify this information on the Codes
tab:
- Ship Site
- The site that normally ships orders to this customer is displayed.
- Warehouse
- Optionally, select a warehouse to use by default for this customer ship-to.
- Ship Via
- Select the preferred shipping method to use for this customer.
- (Ship Via Description)
- A description of the ship via code is displayed.
- Service Partner
- Select the preferred partner to use for performing service for this customer.
- Region
- Select the region that the service partner covers.
- Misc Cost Markup Table ID
- Select the cost markup you want to use.
- Salesperson
- Select the salesperson who is responsible for this customer.
- Language
- Select the customer's language.
- Currency
- Select the customer's currency.
- End User Type
- The end user type set up for the customer is displayed, if applicable.
- Priority Code
- Select the priority code to use when a service order is created by this customer.
- Tax Code
- In an item-based tax system, select the exemption code for customer or leave this field blank.In an area-based tax system, select a tax code that identifies the tax rate for this customer.
- Tax ID
- Specify the federal identification number for the ship to customer.
- Branch ID
- If applicable, specify the branch ID.
- On the Contacts tab, select the primary contact for the customer.
- Save the record.
Click Interactions to launch the Interactions form, filtered for the current customer and ship to.
Parent topic: Customers Module
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