Customer Ship-To
Address Maintenance
Enter the location code representing the ship-to address you want to add or maintain, or click the Lookup button to list all location codes. The location code allows multiple ship-to addresses for the same customer to be stored and maintained. For example, the first ship-to address for a customer might be numbered 1; second ship-to address for the same customer could be numbered 2, and so on.
Type the name of the location.
The Primary check box can only be viewed. The check box appears selected if the ship-to address is the primary ship-to address for the customer in Customer Maintenance.
Type the customer’s ship-to street address. Click the Map button to view a map of the location in your Web browser.
ZIP Code
Type the ZIP Code. A new ZIP Code can be added on the fly. The ZIP Code Maintenance (On the Fly) window appears; some nonessential fields are omitted to speed data entry. Access ZIP Code Maintenance at a later time to complete the remaining entries for a new ZIP Code.
Type the name of the city. If a known ZIP Code is entered, the city name automatically appears.
Type the state abbreviation. If a known ZIP Code is entered, the state abbreviation automatically appears.
Enter the country code, or click the Lookup button to list all country codes.
A new country code can be added on the fly. The Country Code Maintenance (On the Fly) window appears; some nonessential fields are omitted to speed data entry. Access Country Code Maintenance at a later time to complete the remaining entries for a new country code.
Select this check box if this customer's address is a residence.
Type the contact’s telephone number.
Type the contact's phone extension.
Type the contact’s fax number.
Note The fax number must include the area code to process a fax.
Select this check box to default the fax number for batch faxing to data entry windows. Clear this check box if you do not want to default the fax number during data entry. This field is available only if a fax number is entered in the Fax field.
Type the e-mail address. Click the E-mail button to launch your Internet e-mail application. The e-mail address entered defaults to the "To" section of the e-mail.
Enter the name of the person normally contacted at this ship-to location regarding shipping issues, or click the Lookup button to list all contacts.
A new contact can be added on the fly. The Customer Contact Maintenance (On the Fly) window appears; some nonessential fields are omitted to speed data entry. Access Customer Contact Maintenance at a later time to complete the remaining entries for a new contact.
Enter the warehouse to use as the default warehouse in Sales Order Entry and Sales Order Invoice Data Entry. Click the Lookup button to list all warehouse codes.
Enter the salesperson number for the salesperson who regularly sells to this customer, or click the Lookup button to list all salesperson numbers. The salesperson number entered appears when you enter data for this customer, and can be overridden.
Click the field hyperlink to launch this field's associated maintenance task. If a value is entered in this field, the associated data is displayed in the maintenance window. The maintenance task can be accessed only with the appropriate security setup.
A new salesperson number can be added on the fly; the Salesperson Maintenance (On the Fly) window appears allowing you to create the salesperson record.
Note If divisions are not set up and you enter ALL as a salesperson number to create a salesperson on the fly, you will not be able to enter a record for that salesperson in Line Item Commission Maintenance.
Enter the shipping code to use as the default shipping code in Sales Order Entry and Sales Order Invoice Data Entry. Click the Lookup button to list all shipping codes.
Select this check box to create a relationship between the selected ship-to address and a Sage CRM company address. Clear this check box to delete a relationship between this ship-to address and the Sage CRM address displayed in the Sage CRM Address field. Deleting a relationship does not delete the customer ship-to address or company address records.
If the Automatically Create Sage CRM Records When Adding New Ship-To Addresses check box is selected in CRM Company Options, this check box is selected automatically when a new ship-to address is created.
This check box is available only if the customer for the selected ship-to address has a relationship with a Sage CRM company.
Enter the Sage CRM company address to relate to the selected customer ship-to address, or click the Lookup button to list all Sage CRM company addresses without relationships. The Lookup window displays only addresses for the company related to the selected customer. Click the Suggest Relationship button to view suggested matches in the Suggested Relationships for Addresses window.
Click the Next Sage CRM Address button to create a new Sage CRM company address and automatically relate it to the selected customer ship-to address. After the Next Sage CRM Address button is clicked, this field displays *ASSIGN to indicate that the Sage CRM address will be assigned when the customer contact information is saved. If the Automatically Create Sage CRM Records When Adding New Ship-To Addresses check box is selected in CRM Company Options, this field displays *ASSIGN by default.
This field is available only if the Relate to Sage CRM check box is selected, and no relationship exists for the ship-to address. If a relationship exists for the ship-to address, this field displays the related Sage CRM company address and can only be viewed.
Enter the tax schedule to use for the customer selected, or click the Lookup button to list all tax schedules. The sales tax information should be entered for each customer, even if the customer has a tax-exempt number, so that nontaxable sales can be reported.
Click the field hyperlink to launch this field's associated maintenance task. If a value is entered in this field, the associated data is displayed in the maintenance window. The maintenance task can be accessed only with the appropriate security setup.
