The Order Contact Details section of an order is necessary to define all contact information for the order's destination. If an order was created through an import file or pre-wired integration, these details should populate based upon your predetermined connection settings.
This article reviews how to enter order contact details on an order.
The Shipping Destination tab is used to provide the recipient of an order's shipping and contact information.
There are several options for filling out the required Contact Information:
- Choose to enter these fields manually,
- Select a contact from the 'Shipping Destination Favorites' drop-down list, or
- Utilize our Advanced Lookup tool, which displays a grid of all existing ship-to contacts and auto-populates the Contact Information for you—for more information, see Managing Ship-to Contacts.
Don't forget to check Add to favorites to add the shipping destination to your favorites list to quickly select this contact for future orders!
The Billing Information tab is used to provide the billing and contact information of the party paying for the goods being delivered in an order. If you do not fill out this information, the system will assume the billing information is the same as the shipping information.
If the billing information differs from the shipping information on the order, you can choose to Enter custom Billing Information. You then have the same options that are available under the Shipping Destinations tab to fill out the required information: manual entry, select a contact from the drop-down, or perform an advanced lookup.
If the shipping and billing information is the same for this order, specify that you'd like to Use shipping information to auto-populate the Contact Information listed for the shipping destination.
Don't forget to check Add to favorites to add the billing information to your favorites list to quickly select this contact for future orders!
Sold To Information
The Sold To Information tab is used to provide the recipient of an order's contact information. These fields are not required to complete an order.
From the drop-down menu, you can specify whether you'd like to Enter custom sold to information, Use shipping information, or Use billing information.
If the sold to information differs from the shipping and billing information, you then have the same options as above to fill out the required contact information: manual entry, select a contact from the drop-down, or perform an advanced lookup.
Don't forget to check Add to favorites to add the sold to information to your favorites list to quickly select this contact for future orders!
Once you've entered the contact details for an order, use the articles listed on the left for help filling out the remaining sections of an order. If you'd like to come back and edit the order at a later time, don't forget to click Save.