Sales Order Address Tab

Information regarding shipment and billing of the Items on a Sales Order is listed in the Address tab.

The Ship To section enables you to add address details regarding the shipment of items.  There are three ways of entering the Ship To addresses:

• Via the Customer address records marked as Ship To

• Via Customer address records associated with a Technician

• Enter an address manually

The Bill To enables you to add address information regarding the billing of the Items. In addition, the tab displays the total of the Sales Order's sub-totals and grand totals. There are two ways of entering the Bill To addresses:

• Via the Customer address records marked as Bill To

• Enter an address manually

1. From the Sales Order form, select the address tab as follows:



Sales Order Care Of

2. The Ship To address is the address to which the goods would be shipped if the quote becomes a Sales Order. In the Ship to address area, from the Address Source drop-down list, select the source from which the address is retrieved, then from the blank drop-down list, select the relevant address, if more than one was originally defined

3. Customer - to retrieve the address from the Customer menu records.

4. Installer - to retrieve the address from the Installer's records.

5. Site - to retrieve the address from the customer's Site menu records.

Or

Enter the Ship To address manually.  

3. The Bill To address is the address to which the bill is sent if the Quote becomes an Order. In the Bill To address, from the Select  drop-down list, select the relevant Customer's address. The Customer's address populates the form.  The drop-down list displays the Customer addresses that were marked as Bill To.

Or

Enter an address manually. The address is stored with the Sales Order and does not affect the Customer, Site, or Tech records.