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Overview


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Info
titleUnable to Edit or Delete a Ship To

When the Manage Ship to's From External System option has been enabled, users will be restricted from editing or deleting Ship to's from Prebooks.

Instructions

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Ui step

Go to Prebook>Add Prebook.


Ui step

Fill out the fields that are required on the Ship to field,  click on the Select link and the pop-up window for Choose a Ship To, will appear.


Ui step

On this window, click on the Add a new ship to link, simply click on it and enter the information required.  Also on this window, there is the option to enable the Use for this Order Only feature.  This allows the user to enter a ship to that will not be stored under the Customer's Account, instead, it will only be used for that order. Make sure to select the right option when saving:

  • If you select Save & Use the Ship to just created will be used in the current order. 

  • If you Select Save & Close, the Ship to will be added to the Ship To's for the customer in Komet but it will not be used in the current order. 

  • When selecting the Use for this Order Only feature, you will only have the options to select Save & Use or Close.



Info

Mandatory Selection of Ship To's

The user must select a Ship To when creating a Prebook for a customer that has more than one Ship To. The user may not continue with the order until a Ship To is selected. In addition, the user can "Change" or "Remove" the Ship To selected. Refer to /wiki/spaces/KB/pages/3332457 for more information.




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cqllabel in ( "ship-to" , "ship-to-prebook" , "add-ship-to-prebook" , "add-ship-to-prebooks" )


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(lightbulb) Roles enabled to perform this action: Admin, Sales Manager, Sales, Allocations, Procurement Manager.


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