Shipping Tab of Request for Price Quote

Use the Shipping tab to enter or edit the shipping data for a request for price quote.

Specify the drop-ship client, client address, client contact, and client contact e-mail address if the Enable Drop Ship to Client option is selected on the General tab of Configuration > Purchasing & Inventory > Company Settings.

Contents

Field Description
Ship To This field displays data for the usual ship-to code. You can select a different ship-to code.
Client

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

This field is active if the Ship to code is Other. Click to open a Client Lookup. The lookup displays all the client and vendor client records for which you have security access. Select the client to whom the drop shipment is to be sent.

If you select a different client, the Address fields are cleared.

Address

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

This field is active and required if a Client is specified. It displays the client address to which the drop shipment is to be sent.

Select the client address code to put data into most of the fields on this tab, except for the Contact and EMail fields.

Name

If you select a ship-to code in the Ship To column, this field show the code's Name from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Name for the Address you selected.

Address 1

If you select a ship-to code in the Ship To column, this field displays the code's Address 1 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 1 for the Address you selected.

Address 2

If you select a ship-to code in the Ship To column, this field displays the code's Address 2 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 2 for the Address you selected.

Address 3

If you select a ship-to code in the Ship To column, this field displays the code's Address 3 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 3 for the Address you selected.

Address 4

If you select a ship-to code in the Ship To column, this field displays the code's Address 4 from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Address 4 for the Address you selected.

City

If you select a ship-to code in the Ship To column, this field displays the code's City from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the City for the Address you selected.

State

If you select a ship-to code in the Ship To column, this field displays the code's State from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the State for the Address you selected.

Zip

If you select a ship-to code in the Ship To column, this field displays the code's Zip from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Zip for the Address you selected.

Country

If you select a ship-to code in the Ship To column, this field displays the code's Country from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Country for the Address you selected.

Phone

If you select a ship-to code in the Ship To column, this field displays the code's Phone from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Phone for the Address you selected.

Click the ellipsis ... on a phone number field to show the Phone Format Selection dialog. The dialog displays the usual country, description, and format for phone numbers.

  • 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 Vision.

Fax

If you select a ship-to code in the Ship To column, this field displays the code's Fax from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.

If you select Other as the ship-to code, and a client is specified, this field displays the Fax for the Address you selected.

Click the ellipsis ... on a phone number field to show the Phone Format Selection dialog. The dialog displays the usual country, description, and format for phone numbers.

  • 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 Vision.

Contact If you select a ship-to code in the Ship To column, this field displays the code's Contact from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.
EMail If you select a ship-to code in the Ship To column, this field displays the code's EMail from the Ship tab of Configuration > Purchasing & Inventory > Company Settings.
Ship Via

Select the ship-via code.

Ship-via codes are defined on the Ship Via grid of the Ship tab of Configuration > Purchasing & Inventory > Company Settings.