Default Shipping Preferences
The account section for
leads, Customers, Resellers and Suppliers will allow setting default shipping
preferences which will provide additional automation in order
Warehouse – A default Warehouse can be selected for the customer
which will default a Warehouse for companies with multiple Warehouses
automatically for any orders placed by a particular
Shipping Method – If there is a
preferred shipping method this field will allow that preference to be set which
will automatically choose the preferred shipping method for a particular
Freight Terms – Freight Terms can be
defined by the + sign next to the field. Any set defaults here will be set
within any Orders placed automatically.
- If Freight Terms are ‘Paid by Customer’ then the Account Number of a Shipping
Account will be set within any Orders placed.
Field – Will allow multiple Shipping Addresses to be created. These
will be available within the Order screen as a drop down option in an
Third Party UPS Shipping – Use this option
to apply 3rd party UPS Shipping to a customer’s account. The UPS Account Number
and Billing Address will be required for this option. If no billing address is
specified then Tradepoint will assume the UPS Billing Address is the same as the
default billing address on the account.