Ship-To Addresses

Use the Ship-To Addresses function to create ship-to addresses for purchase orders. The Ship-To ID is especially useful if you are going to drop ship a purchase order to a different address than your address.

Creating a Ship-To Address

  1. Click the New button on the toolbar to open a blank ship-to address record.
  2. Enter the ship-to ID for the address in the Ship-To ID field.
  3. Enter the company name in the Name field.
  4. Enter the name of the person to whom you want to ship the order in the Attention field.
  5. Enter the address of the location in the Address 1, Address 2, City, Region, Country, and Postal Code fields. Use the System Manager Country Codes function to set up postal code masks, international prefixes, and international prefix masks.
  6. Enter the customer's contact information in the Phone No and Fax fields. Use the System Manager Country Codes function to set up phone and fax masks.
  7. Enter the method you usually use to ship items to the address in the Ship Via field. You can also enter the name of a shipping service.
  8. Select a tax group ID for the ship-to address from the Tax Group ID field. Use the System Manager Tax Location Groups function to set up tax group IDs.
  9. Select a distribution code for the ship-to address from the Distribution Code field. Note: If the distribution code on the ship-to ID is different than the distribution code for the vendor on the transaction, the account numbers from the distribution code in the ship-to ID will be used when posting.
  10. Enter the vendor's email address in the Email field.
    Note: If you click the address, Traverse launches your default email application and places the listed email address in the send field of a new message.
  11. Enter the vendor's website address in the Internet field.
    Note: If you click the address, Traverse launches your default internet browser and opens the website.
  12. Click the Save button on the toolbar to save the ship-to address.

Editing a Ship-To Address

  1. Select a ship-to ID to edit from the Ship-To ID field.
  2. Edit the fields as necessary.
  3. Click the Save button, on the toolbar, to save any changes made to the ship-to address.

Deleting a Ship-To Address

  1. Select a ship-to address to delete from the Ship-To ID field.
  2. Click the Delete button, on the toolbar, to delete the selected ship-to address.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.