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Step 1: Adding a New Address
When a New Address Record View is opened from the list view, only the Customer header field is enabled and only the Properties tab is visible with the base properties. Once the customer and the base properties have been entered and saved, the remaining properties and tabs will be visible. Clicking Save will also update the header information with the Address components. Step 2: Assigning the Address to a CustomerIn order for the address to be saved, it must be assigned to a customer. Assigning the customer will also allow for the Address Name field to default, as it does not display on the New Address window but is required. To assign the customer, click the Customer header field drop-down arrow and select the customer to which the address will be assigned. This lookup displays all active customers, listed by Customer ID and Customer Name. Step 3: Assigning the Base Address PropertiesUntil the base properties have been assigned, the new address record cannot be added. Enter the following address properties. Click here to view the Address Properties help page and view what each property is responsible for.
Once all the base properties have been assigned, click Save. If the save was successful, the address record will be saved and assigned to the selected customer and the remaining properties and tabs will display on the address record view. Also, the Address header field will update to display 'Address ID - City, State - Address Name (Customer ID)', the record view window will display 'Address ID - Address Name City, State Zip', and the Customer header field will become disabled. Step 4: Assigning the Remaining Address PropertiesOnce the Address record has successfully saved for the first time, the remaining Address properties can be completed. Click here to view the Address Properties help page and view what each property is responsible for.
Step 5: Assigning the Address AttributesOnce all base Address Properties have been entered or selected, click on the Attributes tab to assign the attribute values to the address. Once in the tab, the attributes for the address's attribute class are displayed along with their availability. In order to properly save the address, make value selections for each attribute that has a corresponding Available field value of 'Yes - Required', signifying that attribute is required to be assigned a value. Step 6: Adding Address ContactsTo add contacts for the address, click on the Contacts tab. Once in the tab, the four contact types available for entry are Billing, Logistics, Receiving, and Sales. Click here to view the Contacts Tab help page for more information on these data fields.
Step 7: Viewing Address Sales ProgramsTo view Sales Programs assigned to the address, click the Sales Programs tab. The content on this tab is read-only as it is automatically assigned if the address is within the Sales Program parameters.
Step 8: Assigning Catalog Items to the AddressThe Catalog tab is only enabled if the customer's 'Full Item Access' property is set to 'No'. If this holds true, click the Catalog tab to grant the address access to item sets. Once in the Catalog tab, click the New grid toolbar icon to open 5 lines for data entry. Then, select the item set(s) to which the address will have access. Click here to view the Catalog help page for more information. Step 9: Assigning Favorites to the AddressThe Favorites tab is only enabled if the customer's 'Use Favorites For' property is set to 'Address'. If this holds true, click the Favorites tab to assign favorites for the address. Once in the Favorites tab, click the New grid toolbar icon to open 5 lines for data entry. Then, select the desired favorite item(s) and their properties for the customer. Note that the selected Price UOM must match either the selected Units UOM or Weight UOM and duplicate item favorites are not allowed. Users can also assign substitute items for the favorite items on the Favorites tab. This can be done by clicking Add in the '#Substitute Items' column. This opens a new 'Assign Substitute Items' page, where users can add item substitutes by clicking New in the grid section. Substitute items must meet the following criteria:
Click here to view the Favorites help page for more information. Step 10: Assigning Price Lists to the AddressTo assign price lists to the address, click the Price List tab. Once in the tab, click the New grid toolbar icon to open 5 lines for data entry. Then, select the price list(s) to assign the address. Click here to view the Price List help page for more information. |
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