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See Also: Invoice Options 1, Invoice Ship Options, Customer Contacts
The Invoice Details window - Ship To tab, shown in Figure 1, provides very flexible shipping options. You can ship to a default shipping address, a customer's contact address, an alternate customer and there are options for specifying how the goods are to be shipped, using the Ship Via sub-tab. See Invoice Options 1 and Invoice Ship Options for more information.
Some tab functions work in relation to the window's Toolbar. Click Toolbar to view detailed information about the Toolbar button options.
Figure 1: The Invoice Ship To tab
The Ship To tab displays up to four sub-tabs and two buttons, depending on the options selected in the Invoice Ship Options. The example in Figure 1 shows all four sub-tabs and the two buttons.
Click [Shipping Container Labels] to print any of the labels defined in the Customer Label Designer.
Click [Shipping Part Labels] to print any labels defined in the Shipping Part Label Designer.
Each of the four sub-tabs are detailed below:
If the customer selected for the current invoice has a shipping address defined, then this tab displays the information. If the tab is blank, then the customer record does not have a default shipping address defined. When the shipping address is entered in the text box on the left, the customer's record is updated with the information entered. The next time the same customer is selected, the shipping address information is automatically loaded from the customer's record. The Customer Shipping Address sub-tab is shown in Figure 2.
Figure 2: The Customer Shipping Address sub-tab
< Return to: Ship To tab overview
< Return to: Invoice Details window
Note: This sub-tab is only visible if the related Invoice Ship Option is enabled.
You can ship to any customer that exists in your database. These can be two completely unrelated companies or people. The account customer, set on the Customer tab, pays the invoice and the ship to customer receives the shipment. The Ship To Alternate Customer sub-tab is shown in Figure 3.
Figure 3: The Ship To Alternate Customer sub-tab
Click [Find] to open the Find Customer window, search for and select the desired record.
Click [Edit] to open the Find Customer window, search for and select a customer record which opens the Customer Details window where you can edit the customer information.
The list on the right includes the alternate customers that have been used in the past.
Click [Set Ship To] to set the shipping information to the currently selected customer.
Click [Add Ship To] to add another customer to the listing.
Click [Clear Ship To] to clear the current shipping information. None of the customers are removed from the list.
Click [Same] to set the shipping information to account customer information.
Note: While viewing the ship to customer's record on the Ship To Purchase history, the invoice is listed with zero owing, even if the invoice is unpaid by the account customer.
< Return to: Invoice Details window
< Return to: Ship To tab overview
Note: This sub-tab is only visible if the related Invoice Ship Option is enabled.
With this option, you are able to manually enter the customer's name, address, city, postal code and other information. It is stored with the invoice as a comment and is printed on the invoice for shipping purposes only. This option is handy for people on the move or for one time shipping instructions. You can also configure a list of ship via information that can be used to select the method of shipping. See Ship Via -Selected list for more information. The Ship Via sub-tab is shown in Figure 4.
Figure 4: The Ship Via sub-tab
For one time shipping information, type the information into the text box on the left. You can select the pre-configured ship via items from the drop down list. You can configure the selected list by clicking [Configure].
< Return to: Ship To tab overview
< Return to: Invoice Details window
Note: This sub-tab is only visible if the Invoice Options 1 - Use Contacts on invoices option is enabled.
Some of your customer records may have multiple contacts with unique addresses, this feature provides the ability to ship goods to any of the contacts assigned to a given customer record. The Ship to Contact Name sub-tab is shown in Figure 5.
Figure 5: The Ship to Contact Name sub-tab
Select the desired contact in the list on the right, then click [Set Contact] to set the ship to contact name for the current invoice.
Click [Add] to add a contact to the customer record.
Click [Edit] to edit the selected contact.
Click [Delete] to delete the selected contact from a customer record.
Click [Create Layers] to create Invoice Layers for each contact in the listing.
Click [Clear Contact] to clear the current ship to contact.
See also: Invoice Details window
< Return to: Ship To tab overview