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Page History: HOW TO - Add Shipping or Work Locations to a customer

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Page Revision: Fri, 24 Jul 2009 15:10

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 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 Attributes list
  

• STEP 6: Click the Edit Attributes button
  

• STEP 7: Repeat steps 2-6 to add additional locations