Use this procedure if you want to have multiple shipping addresses for your store accounts. You can also set up alternate ship-to information for separate invoice shipping purposes, as well as assign up to two salespersons per ship-to. You can have up to 100,000 ship-to addresses for any given account or job account. Note that Ship-To records differ from customer accounts in that they do not support department sales history, and billing is still through the main account to which the ship-to record is attached.
Once you've set up multiple ship-to's, you can quickly and easily look up an account and its related ship-to addresses in POS, and attach the appropriate address to a transaction.
Before you can use the Multiple Ship-To feature, option 3500 "Multiple Ship To" must be set to Yes by the Epicor Licensing department.
Click GoTo, then click Multiple Ship To Maintenance. The Multiple Ship To Maintenance window displays.
In the Customer and (if applicable) Job fields, select the customer to which you want to attach ship-to addresses.
Leave the Ship To field blank. The system will assign a ship-to number automatically.
In the Name field, enter a name to identify the ship-to.
(Optional) In the Salesperson fields, enter the salesperson(s) you want to get credit for sales to this ship-to.
Note: In POS, if you choose a Ship-To address using the Header Menu choice "T," the salesperson listed in the "Salesperson 2" field of Multiple Ship To Maintenance populates the "Secondary Salesperson" column in the QuickRecall grid.
(Optional) Select a code in the Tax and Terms fields.
(Optional) In the Invoice To field, enter the address you want to print in the "Sold To" section of the invoice.
(Optional) In the St Sell Price field, enter the pricing method you want the system to use for this ship-to. (This field defaults to "no override," which means that the main account's pricing will be used.)
If you want the pricing (Std Sell Price) on a transaction to be based on the Ship To account, you must select the “Ship To” at the beginning of the POS transaction. The pricing will NOT be based on the Ship To account if you select the Ship To in the middle of the transaction or during a copy/re-price of the transaction.
In the Ship To Address field and in the fields below it, enter the ship-to address.
(Optional) In the Alternate Ship To Address field and in the fields below it, enter an alternate ship-to address, if desired.
Click Add.
Click here for the POS procedure for selecting a ship-to address.