Edit Alternate Ship to/Add Default Ship to

Data Source: CMASSH

To open the Edit Alternative Ship to/Add Default Ship to screens, click the Click here to add a ship to location link on the Ship to tab.

The Edit Alternative Ship to/Add Default Ship to screens allow you to add or edit an alternate/new ship to location for the selected customer.

The fields on the Edit Alternate Ship to/Add Default Ship to screens 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.

Note:  
If a SHIP address is present and the invoice does not have room to print both SOLD and SHIP, then the SHIP address is used.
Zip/Postal Code

The zip/postal code for the ship to location.
Tax 1

The normal Tax 1 code value for the customer's ship to address is selected here. For example, a code may represent 6% federal tax. The percentage rates for the different tax codes are set up on the Tax 1 screen.

Note:  
Ship to addresses other than the default ship to addresses can be assigned tax codes.
Tax 2 The normal Tax 2 code value for the customer's ship to address is entered here. For example, a code may represent 7% provincial/state tax. The percentage rates for the different tax codes are set up on the Tax 2 screen.
Tax 3 The normal Tax 3 code value for the customer's ship to address is entered here. The percentage rates for the different tax codes are set up on the Tax 3 screen.
Tax 4 The normal Tax 4 code value for the customer's ship to address is entered here. The percentage rates for the different tax codes are set up on the Tax 4 screen.
AvaTax Entity Code

The Avalara Tax entity code designation. This field will be set to whatever value is loaded into the CUAEU file in IntelliDealer. See This is a list of all the valid AvaTax Entity Use Codes:

Note:  If a Ship To is present than the value is set by CMASSH.
Pricing Group

Allows you to apply a customer pricing by pricing group, set up on the Customer Pricing screen.
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 selected customer (as specified on the Customer - Work Order Header tab) whenever the selected address is applied to the work order.

Note:  If the customer associated to this address has default Labor Tax 1 and Tax 2 codes configured on the Customer Profile tab and the selected Ship To address is applied to a work order, the default tax codes assigned to the Ship To address will tax precedence over the default tax codes assigned to the Customer Profile.

The Tax 1 Code options are:

Tax 1 Code
Code Description
No Tax Regardless Specifies that the customer is never taxable for Tax 1.
Tax Code Required Specifies that the customer is taxable but that the Tax 1 code is not standard and must be entered as the invoice is created.
No Tax Assigned Specifies that the Tax 1 rate indicated on the part/rental record should be used. This code will be displayed in the Tax 1 field of the invoice and may be changed at the time of invoicing.

The Tax 2 Code options are:

Tax Code 2
Code Description
No Tax Regardless Specifies that the customer is never taxable for Tax 2.
Tax Code Required Specifies that the customer is taxable but that the Tax 2 code is not standard and must be entered as the invoice is created.
No Tax Assigned Specifies that the Tax 2 rate indicated on the part/rental record should be used. This code will be displayed in the Tax 2 field of the invoice and may be changed at the time of invoicing.

Use these buttons to complete your work on the Edit Alternate Ship to/Add default Ship to screens:

Button Function
Save Saves the changes made to the Add Alternate Ship to/Add Default Ship to screens and returns to the Ship to tab.
Close Closes the Add Alternate Ship to/Add Default Ship to screens without saving and returns to the Ship to tab.

This button appears only on the Edit Alternate Ship to screen:

Button Function
Delete Deletes the selected ship to address from the Ship to tab.