Entering default ship or bill to customer details
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In this page you can identify the default bill to customer and ship to customer for a particular customer. Tell me more
Select the “Edit Default Ship/Bill To Customer” link at the bottom of the “Edit Sales Point Information” page.
The “Edit Default Ship/Bill To Customer” page appears.
The system displays the following fields in the “Customer Details” group box:
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Customer # |
The code identifying the customer for which the default ship or bill to customer details must be entered The operational status of the customer must be “Active”. |
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Customer Name |
The name of the customer |
Enter the following fields:
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Default Ship To Customer |
The default code identifying the customer to which the goods must be shipped (Alphanumeric, 18). Ensure that this customer code is already defined in the login organizational unit and is in the “Active” status. Help facility available |
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Default Bill To Customer |
The default code identifying the customer to which the goods must be billed (Alphanumeric, 18). Ensure that this customer code is already defined in the login organizational unit and is in the “Active” status. Help facility available |
Enter the following fields in the “Additional Details” multiline:
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Customer # |
The code identifying the customer to whom the goods can be shipped or billed, or both (Alphanumeric, 18). Ensure that this customer code is already defined in the login organizational unit and is in the “Active” status. This value must be unique to the multiline. |
The system displays the following field:
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Customer Name |
The name of the customer |
Enter the following field:
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Bill/Ship/Both |
Use the drop-down list box to specify whether the goods can be shipped or billed, or both to the customer. The system lists the options “Bill To Customer”, “Ship To Customer” and “Both”. |
The system displays the following fields:
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Address 1 |
The first line of customer address |
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Address 2 |
The second line of customer address, if any |
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Address 3 |
The third line of customer address, if any |
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City |
The name of the city |
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Zip |
The zip code identifying the address area |
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State |
The name of the state |
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Country # |
The country in which the customer is registered |
Click the “Edit Details” pushbutton to update the default bill to/ship to customer details.
Identify default bill to and ship to customer
Identify default bill to and ship to customer
You can identify default bill to and ship to customer for a particular customer. You can also enter multiple customer details and specify them as bill to or ship to customers.
Enter the Default Bill To Customer.
Enter the Default Ship To Customer.
Enter the customer code in the multiline and select the appropriate option in the “Bill/Ship/Both” field.
Entering default ship or bill to customer details – An overview
Customers may enter into mutual relationships based on certain criteria regarding their operations by which each of them gains an advantage. These relationships would be in the form of executing one of the three areas in processing an order: ordering, shipping or billing.
Bill To Customer: A bill to customer may be a regular banking/commercial agency which picks up their bills, pays upfront on their behalf and when subsequently collecting the same from the order-from customer, charges a processing fee for the service rendered.
Ship To Customer: A ship to customer may be a nodal agency appointed by a group of customers for procurement of goods according to their needs. The vendor can supply the goods to the ship to customer who in turn handles the goods to the respective customer.
In this page you can identify the default bill to customer and ship to customer for a particular customer. Additionally, you can identify multiple customers who would serve as bill to or ship to customer, or both.