Shipping Information Window

This window automatically displays when you click Save on the Payment page of sales orders and exchanges if the Confirm Address on Orders and Exchanges setting on the Customer page of Point of Sale Control Settings is enabled. This applies to new delivery orders and the first time a line is changed to delivery on new and existing orders.

To select an existing ship-to address (if any) for the selected customer, use the To field in the Customer Order Information Screen.

If an email address is added or changed when the Warn if Primary Email exists for other Customers setting in the Customer page of Point of Sale Control Settings is checked, the new email address is checked to determine if it has been assigned to any other customer account as a primary email address. If the email address already exists, a warning message appears that can be dismissed.

Enter the name of the customer for this order. Changing this field only updates the name on the current order and does not update the master customer record.

Enter the shipping address of the customer for this order.

Enter additional shipping address information of the customer for this order.

Enter the zip code of the customer for this order. Hit Tab to activate and populate the remaining fields if a valid zip code is entered. If the zip code entered does not exist, a message appears, "Zip Code NOT on file. Create new Zip Code?". To create a new zip code, click OK where you are brought to the Individual Zip Codes screen; to return to the entry screen without entering a new zip code, click No.

If you attempt to edit a ship-to zip code on a sales order and the new zip code resides in a delivery location different than the location specified in the Location field, a warning message appears. If you continue with the zip code update, the system updates the delivery location for all delivery line items on the order.

This field is automatically populated when a valid zip code is entered, although you may manually enter the city.

This field is automatically populated when a valid zip code is entered, although you may manually enter the customer's 2 digit state code or click the Search button to select a state from the Read-Only Lookup Window.

Enter the customer's home phone number for this order using the format XXX XXX-XXXX.

Enter the customer's work phone number for this order using the format XXX XXX-XXXX.

Enter the customer's work phone extension, if any. You may enter up to 6 characters.

Enter the customer's cell phone number for this order using the format XXX XXX-XXXX.

Enter the customer's email address for this order. A valid email address may be required as per the Default Email Address field in the Advanced tab of Point of Sale Control Settings.

This check box is inactive until address information in this window is changed. A check in this box appears if the SALES ORDER ENTRY - Shipping Information Update Defaults field in Point of Sale Control Settings is checked. If this check box is checked and you click Save, you are prompted to confirm your changes. If the response is "Y"es, the customer file is updated with the billing address change and the customer ship-to address on all open orders is updated where the shipping address matches the old shipping address. If the response is "N"o, no updates are performed. If the response is "C"ancel, the save process is aborted and you are returned to the Shipping Information screen to continue with updates as needed.

Whether or not the SALES ORDER ENTRY - Shipping Information Update Defaults setting is checked, you have the ability to check or uncheck this Update Address Information check box if a change is made in the address fields within the Shipping Information window.

This check box is inactive until contact information (i.e., Home Phone, Work Phone and Extension, Cell Phone, Email Address) is changed. A check in this box appears if the SALES ORDER ENTRY - Shipping Information Update Defaults field in Point of Sale Control Settings is checked. If this check box is checked and you click Save, you are prompted to confirm your changes. If the response is "Y"es, the customer file is updated with the contact information change and the customer ship-to address on all open orders is updated. If the response is "N"o, no updates are performed. If the response is "C"ancel, the save process is aborted and you are returned to the Shipping Information screen to continue with updates as needed.

Whether or not the SALES ORDER ENTRY - Shipping Information Update Defaults setting is checked, you have the ability to check or uncheck this Update Contact Information check box if a change is made in the contact fields within the Shipping Information window.

Shipping Information Window - Order Entry