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

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Page Revision: Fri, 17 Jul 2009 16:01


Default Menu Location

Maintain >> Address Book >> Organizations

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 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



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