Ship To Window

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Clicking on the Add or Edit buttons on the Ship To Code / Warehouse / Showroom Glossary Window or Ship To Code / Warehouse / Showroom Search Window will open the Ship To Window.  This window is used to enter shipping addresses to be used on Purchase Orders and to create Warehouse or Showroom locations to track Inventory.  The Ship To Codes can be assigned to Components in a Project and to the Project itself.  When entering Components into a Project, the system will use the default ship to as indicated on the Project Window - Infor tab - Site/Shipping Information unless you specify a different Ship To code for that particular Component.  All Inventory transactions, including retrieving a Stock Item from Inventory for a Project, will require a Warehouse Code to be entered.


To add an entry, click the Add button and input the required information.  To edit an entry, click the Edit button and alter the information as necessary.  To change the designated Ship To / Warehouse Code, you must delete the entire entry and add a new entry.  See the Delete function on the Ship To Code / Warehouse / Showroom Glossary Window.


ship to window


Ship To Code: Assign a Code of up to five characters.  Characters may be letters and/or numbers.


Name: Enter the Ship To / Warehouse Name in this field. You can type up to 40 characters.  This is the name that will appear on Purchase Orders for this Ship To / Warehouse.


Sort: The Sort selection allows you to decide the alphabetical "order" in which you want to display the Ship To Name on the glossary and certain reports. "Company" will display the name exactly as it appears in the Name field.  For instance, if the Ship To Name is "US Freight", the Company selection will display the name exactly as "US Freight".  When "Name" is selected, Design Manager will attempt to reconfigure the Name with the surname of the individual before the first name.  In this case, if the Ship To Name is "John Smith", the Name will be displayed as "Smith, John".  "Manual" allows to configure the sort order of the Name in any manner you wish.


Type:  Ship To Codes / Warehouses can be categorized using the Type selection in any manner you see fit.  You can add a new Type,  "Client Site" for example, simply by entering it into Type field.  After doing so, the "Client Site" selection will be available for all new Ship To Codes / Warehouses.  The Type designation can be used to sort and limit Ship To / Warehouses on various reports and windows in Design Manager.


Address: Enter the Ship To Address, including City, State, and Zip code.


Contact: Enter any additional Ship To Contact Name in this field.  This field can be left blank.


Phone: Enter the Ship To Phone Number in this field.


Fax: Enter the Ship To Fax Number in this field, if desired.


Warehouse / Showroom:  Select this option if the address will be used as Warehouse for recording and monitoring Inventory activity.  Only Ship To Codes designated as a Warehouse can be used when retrieving Stock Items from Inventory, purchasing or receiving Stock Items, recording Inventory Adjustments, etc.


Inactive: If a Ship To / Warehouse has been included on a Purchase Order, been assigned ton a Component, or has been used for Inventory transactions, but you no longer want to use the Ship To / Warehouse for future business, you can mark the Ship To Inactive.  If this option is selected, the Ship To / Warehouse will not appear in the Ship To / Warehouse / Showroom Glossary nor on certain reports.  To reopen an Inactive Ship To, click the Show Inactive option on the Ship To / Warehouse / Showroom Glossary Window, edit the Ship To, and unselect the Inactive option.