Edit Ship To
Tap the customer's name on the Ship To screen.
The Edit Ship To screen allows you to:
| Action | Steps |
|---|---|
| To edit the Ship To information |
Update the required information, then tap Update. . The Ship To address on the customer detail screen is updated. |
| To delete a Ship To address | Tap the Delete button. The address is removed from the customer's profile. |
| To return to the Ship To screen without adding a location |
Tap the Back icon. |
The fields on the Edit 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. |