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How to configure default Ship To Comment, Shipping Instructions, and Special Instructions per Customer
An overview for configuring default comments per Customer Ship To
While using Acctivate, you may find it necessary to have a default Ship To Comment, Shipping Instructions, or Special Instructions for a specific Customer. This can help you avoid having to type the same customer-specific note or instructions every time you create a Sales Order for that customer.
Configuring Customer-specific default Ship To Comment, Shipping Instructions, and Special Instructions
- In the Customer List window, select the desired Customer and click the Edit button.
- Click the Ship To tab at the top of the window.
- Click the Del Inst side tab on the left side of the window.
- Enter the default Comment, Shipping Instructions, and Special Instructions that you would like to populate whenever creating a Sales Order for this specific Customer.
