HOW TO - Add Shipping or Work Locations to a customer

Modified on Thu, 01 Aug 2013 13:04 by hmontgomery — Categorized as: Address Book

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General Information
Procedures

General Information¶

Default Menu Location Maintain >> Address Book >> Organizations

Organization screen

Procedures¶

STEP 1: Click the Organization icon located in the Adjutant Tool Bar. This will display the Organization screen.

STEP 2: Click New

STEP 3: Add the location information into the corresponding fields. You may leave the ID field blank. Click Save when finished. If the location is only an address, enter the address information into the Address field. The system will automatically assign an ID and a Name (same as address).

STEP 4: Enter the customer name in the field highlighted below

STEP 5: Select SHIPTO from the Attributes list

STEP 6: Click the Add to Parent List button next to the Parents text box. This will create the Parent-Child Ship To relationship and assign a Ship To attribute to your new location.

STEP 7: Click the Ship To attribute to fill out any additional info relevant to the location. Click Save when finished.