Using the Billing/Shipping Tab

The basic billing/shipping options allow you to select a different customer as the ship to than the customer that is identified as the bill to. Do the following:

Click the Billing/Shipping tab to bring it forward.

In the Bill To region, the Bill to field displays the customer that is billed for this proposal. If you want to make a different selection, use the drop-down menu icon to select the desired bill to address.

In the Ship to region, do one of the following:

If you want the ship-to address to be the same as the same as the bill-to address, check the Same as bill to checkbox.

If you want to select a separate ship-to customer where you want all items on this sales quote sent, do the following:

Check the Show all customers checkbox to display all customers in the Ship to drop-down menu.

In the Ship to field, use the drop-down menu icon to select the customer to which you want all items on this sales quote shipped.

The Multiple Ship To options functionality allows you to identify multiple ship-to addresses and delivery options for different items on the sales quote. For example, if you have several pieces of equipment on the quote that are all going to different locations, you can specify the locations to which you want each of those items shipped or delivered. The Multiple Ship To Options functionality also gives you the ability to specify other options, such as who the decision maker contact is and who the meter reading contact is. When you identify multiple ship-to options, you can specify whether you want a sales order created for each line item on the sales quote or you want one sales order created for the entire sales quote.

When you activate the multiple ship to options, Multiple shipment and delivery options region will display. This region displays the following information:

Item: Equipment item number.

CItem: Number assigned to the configuration to which this equipment is assigned. This number cross references the number displayed in parentheses in the line item of the host equipment information on the Configured Items tab.

Qty:  How many of this item has been added to the sales quote.

Ship to name: Customer name where you want this item shipped.

Address: Address where you want this item shipped.

City: City where you want this item shipped.

State: State where you want this item shipped.
Delivery Contact: Name of the person to whom you want this item shipped.

Method: Delivery method for this item.

Type: This item’s equipment type, such as demo or rental.

Notes: Where you can enter any additional notes regarding the shipment and delivery options for this item.

Advanced: Where you can enter additional shipment and delivery information for this item including the following:

Equipment Contact

Equipment bill to address

Decision maker contact

Additional checks including Power has been verified, Location is residential, and Delivery involves stairs

Meter reading contact

Equipment remarks

To define multiple shipment and delivery options, do the following:

Click the Billing/Shipping tab to bring it forward. The Bill to region displays the customer that will be billed for this proposal. The Ship to region displays ship-to options.

In the Ship to region check the Multi-ship options checkbox to activate the Multiple shipment and delivery options region and to display the Single Order, One-to-One order, and Per Ship To Order options in the Ship to region.

You may select one of the following options. If you do not select any of the following, one sales order is created for the entire sales quote and the bookmarking function does not recognize the multi-ship options.

Single Order: When selected, the system creates one sales order for the entire sales quote while still recognizing the separate ship to options assigned to each line item on the sales quote.

One-to-One Order: When selected, the system creates a separate sales order for each line item on the sales order.

Per Ship To Order: When selected, the system creates a sales order for each ship-to location. This means, for example, if you have three line items going to Salt Lake City, and two line items going to New York, there will be two sales orders created; the items going to Salt Lake City will be on one sales order and the items going to New York will be on the other sales order.

If you want to assign the same multi-ship and delivery options to multiple pieces of equipment, check the boxes next to those pieces of equipment. When you assign multi-ship and delivery options to one of the check marked items, all other check marked items will automatically be assigned the same options. For example, if you have 100 printers and 25 go to one different location, you can check those 25, make the assignment to one of those 25, and all 25 checked printers will be assigned that location.

In the Multiple shipment and delivery options region, highlight the item to which you want to assign multiple shipment and/or delivery options.

To specify an alternate ship-to address for the highlighted piece of equipment, do the following:

In the Ship to name column field, click the down arrow to display the window where you will enter alternate ship-to information.

In the first field, use the drop-down menu to select a customer from the list to whom you want this item to ship. Once the customer is selected, the appropriate information populates the fields. You may change the content of these fields, if necessary.

Click [OK] to save the ship-to information for the highlighted item.

To specify alternate delivery contact information for the highlighted piece of equipment, do the following:

In the Delivery Contact column field, click the down arrow to display the window where you will enter alternate delivery contact information.

In the Select contact field, use the drop-down menu to select a contact from the list to whom you want this item to ship. The contact information populates in the Enter/edit contact field. You may make changes in this field, if necessary.

Click [OK] to save the contact.

To specify a delivery method for the highlighted item, in the Method column field, use the drop-down menu to select a delivery method.

To specify a type for the equipment such as demo or rental, in the Type column field, use the drop-down menu to select the type of equipment.

If you want to make any additional notes regarding the shipment or delivery options for this item, do the following:

In the Notes column field, use the drop-down menu to display the notes field.

Enter any notes you want to add regarding this item.

Click [OK] to add the notes to the item.

The Advanced column field gives you the ability to specify other options such as Equipment Contact, Equipment bill to address, Decision maker contact, Additional checks including Power has been verified, Location is residential and Delivery involves stairs, Meter reading contact, and Equipment remarks. To enter advanced information, do the following:

In the Advanced column field, click the down arrow in to display the window where you will enter the advanced information for the highlighted item.

If you want to identify an Equipment contact for the highlighted piece of equipment, use the drop-down menu in the select contact field to select an equipment contact. The contact information displays in the subsequent field.

If you want to identify an alternate Equipment bill to address for the highlighted piece of equipment, use the drop-down menu in the select bill to field to select an address. The address information displays in the subsequent field.

If you want to identify a Decision maker contact, use the drop-down menu in the select contact field to select a decision maker contact for the highlighted equipment. The contact information displays in the subsequent.

If you want to identify Additional checks, check the checkbox next to any of the options that display.

If you want to identify a Meter reading contact use the drop-down menu in the select contact field to select a meter reading contact for the highlighted equipment. The contact information displays in the subsequent.

If you want to enter any remarks, enter them in the Equipment remarks field.

Once the information has been entered, click [OK] to save the additional information.
Check the checkbox to the left of each piece equipment to add these additional ship to and delivery options to the sales quote.