Order Entry - Addresses Tab

General Information

This screen tab contains the information about the person or company who is paying for the order (billing address), the person or company that the order is being shipped to (shipping address), and the person or company who has made the order (sold-to name). It also enables you to select whether or not the order is to be considered a gift order or if one or more items in the order are to be shipped to different addresses.

Only the billing address is a required entry on the screen, because an order may in fact have only one person or company associated with it, and that person is the billing, shipping, and sold-to address.

Please Note: Editing orders requires exclusive use. If someone else is either editing or processing this order, the Title bar will display a "Read Only" message next to the order number. You cannot make any changes while this message is displayed. To gain access to this order, close it and reopen it when the other user has finished accessing it.

See Also

Order Entry - Overview

How to Use the Screen

Entering Billing Address

The billing address may be the only address on an order, in which case it serves as both the billing and shipping address. In this case the pull-down menu at the top of the screen tab should be set to Billing Address is same as Shipping Address. In other cases, the billing address is used along with a sold-to address and/or one or more shipping addresses. If you entered the order starting with the billing name customer, the billing name is entered for you. If you start with a sold-to or shipping name, you need to select a billing name for the order.

To change or enter a billing address,

1. Select the SELECT BILL-TO button to bring up the Customer Lookup screen to find or enter a new customer for the order. If the billing address is already displayed, select the CHANGE BILL-TO button to lookup a different customer or enter a new one.

2. If the billing address is the only address, select Billing Address is same as Shipping Address in the pull-down menu at the top of the screen tab. If there are other addresses, refer to the appropriate procedure below.

Entering a Sold-To Address

A sold-to name/address is used on an order when the person ordering is not the person who is paying for the order. Note: If the customer's last order had a sold-to address or if a customer who does not have any orders on file was set up with one or more alternate addresses that were designated a sold-to address, the sold-to name(s) is already filled in on the screen or displayed in a selectable list. If you want to change the sold-to name, continue with Step 1 below.

1. Select the SELECT SOLD-TO button to display the Customer Lookup screen. If the sold-to name is listed, select the name by positioning the menu cursor bar on the customer's name and pressing ENTER or by double clicking on the name with your mouse.

2. If the customer is not listed, use the customer lookup portion of the screen to search for the customer or add a new customer.

Entering a Single Shipping Address

Use this procedure if the whole order is going to be shipped to one single address that is different from the billing address.

Note: If the customer's last order was shipped to a single separate address or if a customer who does not have any orders on file was set up with one or more alternate addresses that were designated a ship-to address, the pull-down menu at the top of the screen tab is automatically set to Separate Shipping Address for Entire Order and the ship-to name(s) is already filled in on the screen or displayed in a selectable list. If you want to change the shipping address, continue with Step 1 below.

1. Select Separate Shipping Address for Entire Order in the pull-down menu at the top of the screen tab.

2. Select the SELECT SHIP-TO button to display the Customer Lookup screen. If the name/address to whom the order is to be shipped is listed, select the appropriate customer by positioning the menu cursor bar on the customer's name and pressing ENTER or by double clicking on the name with your mouse.

3. If the customer is not listed, use the customer lookup portion of the screen to search for the customer or add a new customer.

Entering Multiple Ship-To Addresses

Use this procedure if each line item or groups of line items are going to be shipped to different addresses.

Note: If the customer's last order was shipped to multiple addresses, the pull-down menu at the top of the screen tab is automatically set to Multiple - Separate Shipping Address for each Line Item. Select the address for each line item using the procedure below.

1. On the Addresses tab on the Order Entry screen, select Multiple - Separate Shipping Address for each Line Item in the pull-down menu at the top of the screen tab. The Multi-Ship/Gift Info tab is activated.

2. Refer to Order Entry - Multi-Ship/Gift Info for further instructions.

Entering Single or Multiple Gift Recipients

Use this procedure to enter a gift order with one or more recipients.

Note: If the customer's last order was a gift order, the pull-down menu at the top of the screen tab is automatically set to Gift Order - One or More Recipients. Select the address for each line item using the procedure below.

1. Select Gift Order - One or More Recipients in the pull-down menu at the top of the screen tab. The Multi-Ship/Gift Info tab is activated.

2. Refer to Order Entry - Multi-Ship/Gift Info for further instructions.

Using Right Click Mouse Options for Order Address Edits

Sometimes you might accidentally put the right name in the wrong place. A billing name may actually be the shipping or a sold-to might actually be the billing name on an order. Or, you may want to delete a sold-to, billing or shipping name. M.O.M. enables all of these tasks to be accomplished using the address edit options.

To use any of the address edit options,

With your mouse, right click on the Billing, Shipping, or Sold-To name/address. The address options box is displayed.

1. To change or swap the position of a name/address in an order with different billing, shipping and/or sold-to addresses, use the Select option in the edit box. Use your mouse to "drag and drop" the address to the new position. For instance, if the billing address is actually the shipping address, select the billing address and drag and drop it to the shipping position.

2. To delete an address, select the Delete option in the edit box.

3. To change an address, select the Change option in the edit box. You can also do this with the CHANGE button.

4. To view an address, select the View option in the edit box. You can also do this with the VIEW button.