VisionCore
Home Search Support Forum Knowledge Base Print

Adding Customer Ship To Locations

The following steps will explain in detail how to add a new Customer Ship To Locations.

 

1.From the Customer form click on the Ship To button.  This will bring up the Customer Ship To List form.  Click the New button or the Ellipse button next to an existing record on the Customer Ship To List form to open the Customer Ship To Locations form.  Once the Customer Ship To Locations form opens,  click the New button to clear the form and move your cursor to the Ship ID field.

2.You must assign a unique Ship ID for each customer ship to location, which can be 15 alphanumeric characters in length.  For example:  Joe Smith might be referenced as SMITH using the first four letters of the last name, the first letter of the first name and then 01.  There are many different naming conventions to choose from when creating your ID's.  Some companies use the phone number or just a unique number for of their ID's.  When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.

3.You can then fill in all the basic customer ship to information like company, c/o (In care of), name, address, city, zip code, state and country.  This is the main data that will be displayed in the Ship To sections of all sales transactions created for this customer when you choose to use one of the alternate shipping locations.  You will notice as you Tab through these fields the program will skip over the City and State and bring you to the Zip Code field combo box.  The zip code combo box will list every zip code you have entered up to this point.  If you enter a zip code that you have not used before, a message will appear asking if you want to add the add zip code.  If you choose to add the zip code then the Zip/Postal Code form will open.  You will then need to fill in the city, state and country and click the Ok button to add it to the Zip Code records.  The city, state and country will now be automatically filled in and you will never have to enter that information twice.  From now on in any form that uses zip codes you will be able to select and use the one you just entered saving you data entry time.  You can add, delete and edit zip codes from the Zip/Postal Code form at any time.

4.Then enter a phone and fax numbers of the site in the Phone Number field.  The format for the phone number field can be changed in the Phone Number Details form that can be opened when you click the Ellipse button next to this field.

5.You can also select a default Sales Tax Codes, Warehouse and Ship Via to each of the Ship To records.  This will override any sales tax codes, warehouse and ship via that have been filled in on a sales transactions that you use an alternate ship to location.

6.When you are through filling out all of the information about your customer ship to location you can click on the New button to add another record or click the Close button to close the form.


Related Topics

Customer Ship To List

Customers

Adding Customers