DBD: Ship-To Location Setup

It’s common to have multiple ship-to’s with the same physical address, separated for the purpose of recording usage. Example: A hospital - one physical address, multiple departments.

Ship-To Code

The "Ship-To code" can be "1 – 4 alpha-numeric" characters. To add a new ship-to, type desired code then, answer ‘yes’ when prompted to add. Use the query icon to locate an existing ship-to’s.

The "Ship-To description" field (unlabeled) displays when the Ship-To is selected. 35 characters Max.

Shipper ID button

Override the customer’s shipping defaults by location. Select a different Ship Via to enter a specific Shipper ID. Or select a different Method of Payment.

1. Address tab

1. Name: Formal name of Ship-To. Leave blank if same as description.

2. Standard Address & Phone fields(left):

   
   

   a. Best Practice: Enter the Zip code and the City and State will autofill.

   
   
3. Lookup: Used when looking up Customers – enter up to 10 characters.
4. Attention: Used in correspondence.
5. Greeting: Used in electronic correspondence.

Icons

There are 2 additional icons to the right of the Zip Code field:

Shortcut to map of address:

Shortcut to save address to Clipboard:

2. Items Mgmt. tab

This tab contains additional controls for Item Management. If no location usage type is set, usage will not be updated for this location.

1. Location Code: "Customer’s Location Code" (9 characters), some reports will print this field in addition to the "Ship-To code."

2. Item Management Method:

   
   

   a. I = Issue - usage based on items shipped/issued to this location. Most Common.

   
   

   b. C = Count - usage based on counting the items at this location (Perpetual). Rare.

   
   
3. Multiple Count Stops: Used with count method.
4. Will Call/Ship Out: Used with Essendant catalog, select from Will Call, Ship Out or none.
5. OP Account: Override to "Customer’s Office Product Account."
6. Count Entry ID: Used for Restocking Gateway.
7. Location Options: A = "New Entries not counted," B = "Stock Items not counted," R or W = "Auto Replenishment." Overrides the Customer settings.
8. Wrap label/Drop Ship: For Office Products.
9. Cost Center: Select Cost Center to pair with Ship-To (if configured). Rare.
10. Receiving Department: Override to "Customer Receiving Department."

3. Codes tab

This tab contains a variety of settings related to tax status/codes, shipping overrides and web eCommerce settings.

1. Sales Tax Code: * Required field.
2. Tax Exempt: "Yes / No" or "Varies by Invoice Line."
3. Default Supply Warehouse: Override to Customer setting.
4. Security Items Allowed: Secure "Forms Permitted at this location."
5. FOB: Override to Customer default.
6. How to Ship: Override to Customer default.
7. Inside Delivery: Text box for inside delivery instructions.
8. Ship Via: Override to Customer default.
9. Exclude from EC?: Excludes item from eCommerce.
10. E-Mail: Email address for this Ship-To.
11. Ignore EC Maximums?: eCommerce override related to min/max settings.

4. Additional tab

This tab contains additional address lines if needed.

In review, create at least one ship-to for every physical location to meet tax requirements. Create any additional locations for usage recording.

For questions, contact service@demandbridge.com.