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Adding Job Ship To Locations

The following steps will explain in detail how to add a new Job Ship To Location.

1.From the Main Menu, click Jobs.  This will open up the Find form for Jobs.  Click on the Job you wish to add a Ship To Location to.  This will open up the Jobs form with that Job's related data.  If you need to add new Jobs see the Adding Jobs topic.  Next click the Ship To button to open the Job Ship To Location form.  You can only enter one alternate ship to location for each job.  If the details of the alternate ship to location are similar to the job itself then just click the Copy Job Info button at the bottom of this form to copy all the job information to the job ship to fields.  You can then make any changes you need to those fields.  If the location will be totally different then enter the information using the steps below.

2.Fill in the all the basic job ship to information like company, c/o (In care of), name, address, city, zip code, county and country.  This is the main data that will be displayed in the Ship To sections of all sales transactions created for this job 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, county and country and click the Ok button to add it to the Zip Code records.  The city, state, county 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.

3.Then enter a phone number of the site in the Phone Number field.  The format for the phone number field can be changed in the Company Preferences form in the Phone Input Mask field.

4.When you are through filling out all of the information about your job ship to location click the close button to save the record and return you to the job form.


Related Topics

Job Ship To Location

Adding Jobs