Shipping Tab of Item Requests Line Detail Dialog Box

Use the Shipping tab to specify the shipping information for an item or to specify the drop-ship client, client address, client contact, and client contact email address.

Contents

Field Description
Shipping Overrides Select this option to make the Ship To and Ship Via fields on this tab active. Use this field when the ship-to location for this item differs from the default ship-to location for the entire item request.
Ship To

Do one of the following:

  • Select the ship-to code to use in most of the fields on this tab. Ship-to codes are defined on the Ship tab of Settings > Purchasing & Inventory > Company.

  • Select [Other] to make the Client and Address fields active, if the Modify Shipping Contact and Email option is selected on the General Tab of Settings > Purchasing & Inventory > Company.

Client

This field is active if the Ship to code is [Other]. Click to open a list of all client and vendor client records that you are approved to access. Select the client who is to receive the drop shipment.

If you select a different client, the data is deleted from the address fields.

This field displays if the Enable Drop Ship to Client option is selected on the General tab of Settings > Purchasing & Inventory > Company.

Address

Select the client address code to populate all of the fields on this tab except for the Contact and EMail fields.

This field displays if the Enable Drop Ship to Client option is selected on the General tab of Settings > Purchasing & Inventory > Company.

This field is active and required if you specify a Client. This is the client address where the drop shipment is to be sent.

Name

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Name from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a client, DPS enters the Name from the client address that you specify.

Address 1

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters in the code's Address 1 from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters Address 1 for the client address that you specify.

Address 2

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Address 2 from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters Address 2 for the client address you specified.

Address 3

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Address 3 from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters Address 3 for the client address you specified.

Address 4

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Address 4 from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters Address 4 for the client address you specified.

City

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's City from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters the City for the client address you specified.

State

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's State from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters the State for the client address you specified.

Zip

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Zip from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters in the Zip for the client address you specified.

Country

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Country from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters the Country for the client address you specified.

Phone

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Phone from the Ship tab of Settings > Purchasing & Inventory > Company.

  • If you select [Other] and specify a Client, DPS enters the Phone for the client address you specified.

Click to display the usual format for phone numbers in the Phone Format Selection dialog.

  • You can select a different format for the phone number fields in the record that is open now.

  • You can change the phone format any time, for any phone number field in DPS.

Fax

This data displays when you select data in the Ship To field:

  • If you select a ship-to code, DPS enters the code's Fax from the Ship tab of Settings Purchasing & Inventory Company.

  • If you select [Other] and specify a Client, DPS enters the Fax for the client address you specified.

Click to display the usual format for phone numbers in the Phone Format Selection dialog.

  • You can select a different format for the phone number fields in the record that is open now.

  • You can change the phone format any time, for any phone number field in DPS.

Contact

If you select a ship-to code, DPS enters the code's Contact from the Ship tab of Settings > Purchasing & Inventory > Company.

If the Client field is active and has data, click to select from a list of primary client contacts or billing client contacts. Select the client to contact about the drop shipment.

This field is editable if this is not a drop shipment and the Modify Shipping Contact and Email option is selected on the General tab of Settings > Purchasing & Inventory > Company. If you change the data in this field, it has no effect on data in the Firms hub record.

EMail

If you select a ship-to code, DPS enters the code's EMail from the Ship tab of Settings > Purchasing & Inventory > Company.

If this is a drop shipment, DPS enters the client contact's e-mail address.

You can edit this field if this is not a drop shipment and the Modify Shipping Contact and Email option is selected on the General tab of Settings > Purchasing & Inventory > Company. If you change the data in this field, it has no effect on data in the Firms hub record.

Ship Via Select a ship-via code from the drop-down list.