BoxPro allows you to store more than one ship-to address for a customer. When you are entering an invoice or a factory order, you can select any address on file for the customer and use it as the destination for the shipment. For example, if you routinely bill a customer at one address, but issue their shipments to any of five branches, you can set up each location's address when you set up the customer record. Then you can select the one to use when you enter the invoice or factory order. When you choose to ship an invoice or factory order to this alternate destination, the values from this record override the corresponding data from the main customer record.
Once you have completed and saved the information on the Customer File Maintenance dialog box, you can enter additional ship-to addresses for the new customer. To add new ship-to addresses, select Ship To from the drop-down list box at the upper right corner of the Customer File Maintenance dialog box.
You see the Customer Ship-to Address Maintenance dialog box.
You see the following fields in the Customer Ship-to Address Maintenance dialog box:
Ship-to No: Enter a code to identify the ship-to address.
Company: Enter the name of the company.
Phone: Enter the customer's phone number.
Fax: Enter the customer's fax number.
Address: Enter the customer's ship-to address for this location.
Territory: Enter a two-character code for this customer's sales territory. The Sales Tax by Territory report is sorted using this code. You can define valid entries for this field using rules in System Manager.
Tax District: Enter a one to four character code for the sales tax district that corresponds to the percent of sales tax charged on this customer's purchases. This field is for reference purposes only, and does not control the amount of sales tax charged on this customer's invoices. However, you can generate the Sales Tax by Territory Report for a specific tax district.
City/State: Enter the city and state for this ship-to location
Zip: Enter the zipcode for this ship-to location.
Rec. Hours: Enter the receiving hours for this ship-to location.
Contact: Enter a contact name for this customer.
Title: Enter the principal contact's job title, for example, "BUYER".
Mileage: Enter the number of miles to this location. This field is used if you choose to add freight by mileage. This can be set up in the Freight Charges picklist.
Misc Code:
Slsperson: Enter a two character code that identifies the salesperson, if any, for this customer. You can group various reports by Salesperson. Salespersons are maintained in System Manager.
Dealer:
Comment: Enter any comments or special shipping instructions in this field. These comments will show up in the Shipping Instructions field on Step Five of Order Entry.
Entered: Enter the date that this ship-to address is being entered.
FOB: Enter the destination to which the freight is Free On Board.
Use as Default: Check this box to use this ship-to address as the default for this customer. When you enter invoices or factory orders, the default ship-to address appears on the header, but you can change it, if necessary. BoxPro continues to use the billing address from the main customer dialog box.
Note: You can only select one default ship-to address per customer.
Ship via: Enter the method of shipment to be used for this ship-to location.
Sales Discount %: Enter the percentage discount that is subtracted from all items this customer purchases, regardless of the payment terms. You can change this value when you enter an invoice or factory order. Don't confuse the sales discount with the payment discount, which is a discount the customer receives for paying an invoice within a number of days.
Sales Tax Rate %: Enter the sales tax rate for this customer.
Click Save when you finish making changes.