Page History: HOW TO - Add Shipping or Work Locations to a customer
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Page Revision: Wed, 22 Oct 2008 12:30
STEP 1: Click the
Organizations icon located in the Adjutant toolbar. 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 and click
Save. You may leave everything else blank. The system will automatically assign an ID and a Name (same as address).
STEP 4: Enter the customer's name in the field highlighted below.
STEP 5: Select
SHIPTO from the drop-down menu.
STEP 6: Click the
Add button directly next to the drop-down menu.
STEP 7: Repeat steps 2-6 to add additional locations.
