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Shipping Addresses information is configured per project and can be created or imported.
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New Shipping Address
To create a New Shipping Address:
- Under Projects > Shipping Addresses, click the New Shipping Address button. A new row will display.
- Default (Optional)- Select one default shipping address.
- Address Name (Required) - Enter the name of the Shipping Address. This will display on all Purchasing activities.
- Attention (Optional) - If "Attention" should be used in the address, enter that information here.
- Address 1 (Required)- Enter the shipping address line 1.
- Address 2 (Optional) - Enter the shipping address line 2.
- City (Required)- Enter the shipping address city.
- State (Required)- Enter the shipping address state.
- Zip (Required)- Enter the shipping address zip code.
- Phone (Optional) - Enter the phone number for the contact or office that can be called by the supplier to clarify questions.
- Instructions (Optional) - Enter any instructions that all shipments should include.
- Click Save when Done. Below is an example.
- When a Purchase Activity is created, this information will display on the New activity form.
Select Project Shipping Address on Report
When more than one shipping address exists for a project, a user can select which shipping address to use when running a BOM report.
To add Shipping Address information to a project, under Projects, select the project, click the Shipping Addresses tab, and then add one or more Shipping Addresses.
Image Added- To add the Shipping Address Report Fields to a template, under Admin > Company > Templates, create or select a BOM template where the Template Type is Bill of Materials and then add Report Fields that include .ShippingAddress.
Image Added - To select a shipping address for a BOM report, go a Package’s BOM tab, select a report and click the download button. The Select Report Options dialog similar to the following will display. Select the Shipping Address.
Image Added - The report will display the .ShippingAddress report fields as configured on the template.
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