Add Ship To
Tap the Add Ship To icon on the Ship To screen.
The Add Ship To screen allows you to:
Action | Steps |
---|---|
To look up a field values |
Tap the Search A look up screen opens. |
To return to the Ship To screen without adding a location |
Tap the Back icon. |
The fields on the Add Ship To screen are:
Field | Description |
---|---|
Name | The ship to location name. |
Address Line 1, 2, 3 |
The first, second, and third lines of the address for the ship to location. |
Zip/Postal Code |
The zip/postal code for the ship to location. |
Geolocation |
The longitude and latitude of the location. Setting the geographic location uses the GPS functionality of your mobile device to set or edit the latitudinal and longitudinal coordinates. |
Tax Code 1, |
The normal Tax code value for the customer's ship to address at various tax levels. |
Labor Only Tax 1/ Tax 2 | The default Tax 1 and Tax 2 codes that will be applied to any labor posted to work orders created for the customer. |
AvaTax Entity Use Code | The Avalara Tax entity code designation. |
Pricing Group |
The pricing group to apply to this customer. Valid values are configured in IntelliDealer at Product Support > Parts > Customer Pricing. |