Ship-to contacts are used in 3PL Warehouse Manager to define the contact information of a recipient for an order. This article reviews how to view, merge, and export previously used ship-to contacts.
For a ship-to contact to display on the Manage Ship-to Contacts page, the contact must have been used on a previous order or created via an import file. See Importing Contacts for more information on importing ship-to contacts.
Navigate to Orders > Shipping Setups.
Click Manage Ship-to Contacts.
Select a customer from the drop-down menu. If needed, refine the results in the grid by selecting the appropriate search criteria, then click Refresh Grid.
Once the desired data is displayed in the grid, you have three options to manage the specified customer's ship-to contacts: view, merge, and export.
You cannot make individual edits to a ship-to contact that has been used on a previous transaction. If you need to make changes to a ship-to contact, please create a new contact with the correct information, then merge the two contacts together using the guidance below.
- View ship-to contacts: This option allows you to view the ship-to contact's information or create a new contact based off of the original information.
- Select a contact from the grid and click Edit.
- To create a new contact with the information listed, click Create New, enter the contact information, then click Save.
- To return to the grid, click Cancel.
- Merge ship-to contacts: This option allows you to merge two or more ship-to contacts into one contact. This action cannot be reversed and results in the modification of all existing transactions where the merged ship-to contact is present.
- Use < Ctrl > or < Shift > to select multiple contacts from the grid, then click Merge.
- A confirmation dialog appears. Click OK to continue. A new grid displays with the selected contacts.
- Select the contact whose information you'd like to remain in the system, then click Merge. Another confirmation dialog appears. Click OK to finalize the merge.
- Export ship-to contacts: This option allows you to export the data of one or more ship-to contacts to an Excel sheet.
- Select a contact from the grid, or use < Ctrl > or < Shift > to select multiple contacts, then click Export.
- Depending on your browser, you may have to specify whether you'd like to 'open' or 'save' the file. Once you select save, the file downloads to your device.
The ship-to contacts that display in the grid are available for quick selection while creating or editing an order.