Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. On the user's menu panel, go to Common Info then click Ship Viaopen an Entity menu (i.e Users, Vendors, Customers, etc)
  2. On Entity On Ship Via search screen, click New button
    Image RemovedImage Added
  3. Enter details on Name, Contact, Email, Phone, Address, Zip/Postal
    Image RemovedImage Added
  4. Click Add toolbar button
    1. If there are existing entities that matches any of the fields entered, this message will pop upImage RemovedImage Added
    2. Clicking OK will display the Duplicate Entities screen with the entities matching the setup
      Image RemovedImage Added
  5. If there are no existing entities that matches the entry, Entity screen will open with the supplied information
    Image RemovedImage Added