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Prospect Ship to Location

The Prospect  Ship To Location form displays detailed shipping location information for a selected prospect. This form is opened by clicking the ellipse button in Prospect Ship To List form from the Prospect form. It can be used to add or edit records in the Prospect ship to list form. If you need to edit existing prospect ship to locations, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new prospect ship to locations.

 

There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving

Bullet PointThe New button will move the cursor to a new line where you can add a new source.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Save button will save the selected prospect code.

Bullet PointThe Delete button will delete the selected prospect ship to location. When you click the Delete button on the prospect ship to location form, you will get a message warning you that you are about to delete the selected prospect ship to location. You have the option at this point to cancel or go ahead and delete the selected record. If you confirm that you want to delete the selected record, VisionCore will delete it and there will be No way of retrieving that prospect ship to location.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Copy Prospect button will automatically fill in the Prospect information in all the fields. This will help assist if you need to only change a name for shipping but the address remains the same or something close like that.

Bullet PointF1 button will open the Help file directly to the topic about form that is currently opened.

Bullet PointThe Close button is used to close the form.

 


Related Topic

Adding Prospect Ship To Locations