Ship To Preferences

Field or button

Description

Order Processing

Billing Code Match Pattern

You have several options for this field:

• Type a pattern match for billing codes, which are used to identify locations within a ship to. Valid entries are patterns that are compared for matches. For example, the pattern 3A-4X-2N means that a valid billing code must have the following pattern: 3 alpha characters - 4 alphanumeric characters - 2 numeric characters. AA-XX-NNN is not a valid entry for this field.

Existence of a pattern match in this field makes entry of a Billing Code required when an order is entered on the Customer Service tab.

• Leave this field blank. During order entry on the Customer Service tab, the system checks for a match pattern in the Billing Code Match Pattern field set up for the customer.

• Type VALID in this field. During order entry on the Customer Service tab, the Billing Code field becomes a drop-down list of the available billing codes established for the customer.

This field is also used for monthly billing and customer reporting.

Desktop Delivery

If the customer requests desktop delivery, select this option. This also indicates that the salesperson's commission can be manually calculated using the Desktop Delivery commission sliding scale.

Delivery Sequence

This field contains a five-digit numeric entry that is used to sort the Freight Manifests and to assign the sequence in which the driver for a route is going to deliver to these customers. The delivery sequence prints on shipping labels and route manifests.

Credit Card Information

Card Type

Select the appropriate credit card type.

Card Number

This field contains the encrypted Credit Card number. Authorized users see the actual number when selecting this field. If the field is blank, enter a valid credit card number up to 20 digits.

Exp Date

Enter the expiration date of the credit card (use the format MM/YY).

Taxing

Vertex Geocode

A geocode identifies the tax jurisdictions that apply to a particular address. This is a display-only field generated by Vertex from City, County, State, and ZIP Code information.

PO Requirements

PO Match Pattern

This field is a pattern match for customer PO numbers. For example, entering the pattern 3A-4X-2N in this field would require entry of a customer PO having the following pattern: 3 alpha characters - 4 alphanumeric characters - 2 numeric characters.

Blanket PO

Many corporations request that all of their purchases from you get referenced to one PO number. That number, called the Blanket PO, is entered here. This field checks the Blanket PO pattern match on the Preferences screen on the Customer Maintenance tab to verify that the entry matches the pattern entered.

Document Prints

Order Acknowledgments

This drop-down list indicates how order acknowledgments should be generated for this ship to location when orders are accepted for this customer ship to location on the Customer Service tab. Valid options are as follows:

• None: This is the default option. If no order acknowledgments should be generated automatically for this ship to location, select this option.

• Fax: If order acknowledgments should be faxed to this ship to location automatically, select this option. The system faxes the order acknowledgments using the fax number of the Contact assigned to the order during order entry on the Customer Service tab. If there is no Contact tied to an order, then the order acknowledgment is faxed to the Primary Contact set up for this customer on the Contacts screen. If a fax number has not been set up, the system prints the order acknowledgment and/or sends it to your spooler hold file, depending on how your printer is set up.

• Email: If order acknowledgments should be emailed to this ship to location automatically, select this option. The system emails the order acknowledgments using the email address of the Contact assigned to the order during order entry on the Customer Service tab. If there is no Contact tied to an order, then the order acknowledgment is emailed to the Primary Contact set up for this customer on the Contacts screen. If an email address has not been set up, the system printer prints the order acknowledgment and/or sends it to your spooler hold file, depending on how your printer is set up.

• Print: If order acknowledgments should be printed automatically and then mailed to this ship to location, select this option. The system prints the order acknowledgments and/or sends them to your spooler hold file, depending on how your printer is set up.

• Default to Customer: If order acknowledgment processing for this ship to should be the same as that of the customer, select this option. The system will check the Order Acknowledgments drop-down list for the customer and follow the order acknowledgment method selected in that list.

If an option is selected in this field, it overrides the option selected in the Order Acknowledgments drop-down list on the Preferences screen.

Backorder Acknowledgments

This drop-down list indicates how backorder acknowledgments should be generated for this ship to location when orders are accepted for this customer ship to location on the Customer Service tab.  The backorder acknowledgments are generated during End-of-Day (EOD) processing. Valid options are as follows:

• None: This is the default option. If no backorder acknowledgments should be generated automatically for this ship to location, select this option.

• Fax: If backorder acknowledgments should be faxed to this ship to location automatically, select this option. The system faxes the backorder acknowledgments using the fax number of the Contact assigned to the order during order entry on the Customer Service tab. If there is no Contact tied to an order, then the backorder acknowledgment is faxed to the Primary Contact set up for this customer on the Contacts screen. If a fax number has not been set up, the system prints the backorder acknowledgment and/or sends it to your spooler hold file, depending on how your printer is set up.

• Email: If backorder acknowledgments should be emailed to this ship to location automatically, select this option. The system emails the backorder acknowledgments using the email address of the Contact assigned to the order during order entry on the Customer Service tab. If there is no Contact tied to an order, then the backorder acknowledgment is emailed to the Primary Contact set up for this customer on the Contacts screen. If an email address has not been set up, the system printer prints the backorder acknowledgment and/or sends it to your spooler hold file, depending on how your printer is set up.

• Print: If backorder acknowledgments should be printed automatically and then mailed to this ship to location, select this option. The system prints the backorder acknowledgments and/or sends them to your spooler hold file, depending on how your printer is set up.

• Default to Customer: If backorder acknowledgment processing for this ship to should be the same as that of the customer, select this option. The system will check the Backorder Acknowledgments drop-down list for the customer and follow the backorder acknowledgment method selected in that list.

If an option is selected in this field, it overrides the option selected in the Backorder Acknowledgments drop-down list on the Preferences screen.

Number of Delivery Tickets

This field indicates the number of delivery tickets that should be printed in the batch delivery ticket print. The maximum allowed is nine.

The delivery tickets print in addition to the invoice or packing list. If this field contains 0, no delivery tickets print in addition to the invoice or packing list.

Additional Invoices

This field indicates the number of invoice copies to be generated for this customer. These additional invoice copies print only in the End-of-Day process and not during the batch delivery ticket print.

Packing List In Box

This field indicates that a packing list is printed for this customer immediately during verification, or in the batch delivery ticket print.

Checked = print immediately

Unchecked = print during the batch delivery ticket print

The default is unchecked for 001 ship to only.

Priced Packing List

To include the pricing information on the printed packing list, select this option.

Accept

Click this button to save any changes that you have made.

Cancel

Click this button if you do not wish to save the changes that you made, and you wish to revert to your previous information.