Order Entry - Multi-Ship or Gift Info

General Information

This screen tab is only used for orders with multiple shipping addresses and/or gift orders with single or multiple gift recipients. The screen tab is automatically activated when either Multiple - Separate Shipping Addresses for each Item or Gift Order - One or More Recipients is selected on the Addresses tab of Order Entry. In all other cases, the tab is disabled.

See Also

Order Entry - Overview

How to Use the Screen

Entering an Order with Multiple Shipping Addresses

1. Enter the first line item for the order. The List of Ship-to/Gift Recipients for this Order pop-up is displayed. This is a list of names already entered as shipping addresses for this order.

2. If the name/address is already in the list, select it. If the name is not in the list, select the NEW button to display the Customer Lookup screen.

3. 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. After selecting the name, the line items screen is displayed for the entry of the next order item.

4. If the customer is not listed, use the Customer Lookup portion of the screen to search for the customer or add a new customer. After selecting or adding a customer, the line items screen is displayed for the entry of the next order item.

5. Optionally, select Specific Shipping Via and/or Schedule Shipment for to control how and when each shipping name/address is their package(s) shipped.

6. Repeat steps 1-5 for each line item in the order.

7. Optionally, check shipping destinations of each item in the entire order after entering all contents, by selecting to View Items for a particular shipping address in the order.

Entering a Gift Order with One or More Recipients

Gift Messages will either print on the 2 available lines below your shipping label, or on the Gift Card of the Legal Sized Gift Invoice from Software Forms. For Drop-Ship items, the gift message will appear   below the Description to Supplier and below any item custom information.

1. Enter the first line item for the order. The List of Ship-to/Gift Recipients for this Order pop-up is displayed. This is a list of names already entered as gift recipients for this order.

2. If the name/address is already in the list, select it and optionally select or enter a Gift Message. Select PICK GREETING to select one of the predefined gift messages. Select USE LAST to copy the last pre-defined greeting entered. Or, type in a new greeting in the space provided.

3. After entering the greeting, the line items screen is displayed for the entry of the next order item.

4. 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. After selecting the name, optionally select or enter a Gift Message. Select PICK GREETING to select one of the predefined gift messages. Select USE LAST to copy the last greeting entered. Or, type in a new greeting.

5. After entering the greeting, the line items screen is displayed for the entry of the next order item.

6. If the customer is not listed, use the Customer Lookup portion of the screen to search for the customer or add a new customer.

7. After selecting or adding the name, optionally select or enter a Gift Message. Select PICK GREETING to select one of the predefined gift messages. Select USE LAST to copy the last greeting entered. Or, type in a new greeting. If the name is not in the list, select the NEW button to display the Customer Lookup screen.

8. After entering the greeting, the line items screen is displayed for the entry of the next order item.

9. Optionally, select Specific Shipping Via and/or Schedule Shipment to control how and when each gift recipient is to have their package(s) shipped.

10. Repeat steps 1-9 for each gift recipient in the order.

11. Optionally, check shipping destinations of each item in the entire order after entering all contents, by selecting to View Items for a particular gift recipient address in the order.

Using Right Click Mouse Options for Order Address Edits

You may want to delete, change or view in detail a shipping or gift-to name/address. M.O.M. enables all of these tasks to be accomplished using the address edit options.

To use any of the address edit options,

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

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.