PPS/COM: Set Up Shipping Fields by Customer

(Pick/Pack/Ship and Customer Order Management users,only)

Set up default shipping information for individual accounts in Customer Maintenance so that Order Entry automatically uses the default settings. For example, you will indicate whether or not the customer is charged for freight, how the item(s) will be shipped, etc. If necessary, you can always change any of the account's settings on a transaction-by-transaction basis in Order Entry.

1. Display the Customer Maintenance window and click the Misc tab.

2. Click the Shipping Information hyperlink in the bottom right corner of the window, and fill in the following fields in the dialog box that displays:

Ship ViaShip Method Parcel service, Common Carrier, Will Call, Our Truck and Other

RouteThe delivery route to the customer site.

DayThe day of the week the delivery needs to be made.

StopThe stop number of this particular delivery in relation to the other deliveries on the route.

Charge FreightIf this field is set to Yes, and you use the option to post freight to the customer's order in Order Entry, the customer will be charged for freight.

If this field is set to No, and you use the option to post freight to the customer's order in Order Entry, the system will post a freight cost to the order, but at no charge to the customer.

Alternates AllowedWhether or not it's permissible to substitute a like item for an item on the customer's order that is out of stock.

Backorder AllowedWhether or not it's permissible to backorder items on the customer's order that are out of stock.

Ship Complete?Set this field to Y if this customer requires that you only ship when the order is completely filled.

Set this field to N if this customer permits you to ship their order in multiple shipments, whenever items become available.

All Sales Unusual Usage?When this field is set to Yes, everything this customer buys is recorded as Unusual Usage. This field is relevant only if you use the Unusual Usage application (option 3097 "Unusual usage on system" is set to Yes).

Record Lost Sales?This field determines whether or not you want to record lost sales for this account. This field is relevant only when Option 3092 "Should change in order quantity be recorded as lost sales?" is set to Yes or Prompt.

3. Click OK to close the Shipping Information dialog box.

4. Click Change on the toolbar to save your changes.

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