How to: Set Up Default Shipping Agents for Customer Orders

A default Shipping Agent can be set for each store or for the whole company. When a Customer Order is shipped from a store, the default Shipping Agent is automatically entered on the Posted Sales Shipment Document.

On the POS, you can change from the default and select a different agent and agent service by pressing the Shipping Agent button in the Customer Order Picking Panel.

To set up the default Shipping Agents for the Stores

  1. Click the icon, enter Customer Order Setup, and select the relevant link.
  2. Click the Shipping Agents action.
  3. First, enter a line as a default for the Company. This line should have the Store No. field empty. Then select Agent and Agent Service. Store defaults are then entered like exceptions to the general rule.
  4. Enter a new line for each particular Store.

Note:If a store chooses not to enter a default Shipping Agent on the POS, you must create a line for the store with the Shipping Agent fields left empty.