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Add Ship To

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Modified on Thu, 28 Jul 2011 10:27 by Greg Andrews Categorized as Address Book, Order Entry, Project Management

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General Description

Default Menu Location The Add Ship To screen is a jump screen typically accessed from the Project or Sales Order screens.

Project Control Screen

Sales Order Screen

Add Ship To Screen

The Add Ship To screen allows you to create a new Shipment Location (Ship To) and link it to a customer during Project or Sales Order Entry.

Click the Add icon (the big red plus) to access the screen. Fill out the Ship To information and click the Save icon. The new Ship To will be automatically entered into the corresponding fields.

Fields/Filters

ID: Customer ID

Name: Customer name or Company name

Address: Company address

City: Name of the city

Zip: Zip code for the city

Tax Table: Tax Table is setup in Adjutant "Sales Tax"

Tax Rate: Tax rate for the city

Tax Exempt#: Tax exemption code (Only for customers who are eligible for tax exemption)


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