Siebel Order Management Guide > Creating a Quote or Sales Order > Common Tasks for Creating Quotes and Sales Orders >

Adding Shipping Information

End users specify the following shipping information for a quote or order:

• Ship-to information, including account name, contact name, and address
• Shipping method, terms, and carrier, which are factors in shipment cost
• Whether all the items must be shipped at the same time (Shipping Complete)
• Whether all the items must be delivered at one time (Single Delivery)

When working with a quote, the user specifies one shipping address for the entire quote. When working with an order, the user can specify different shipping addresses for individual line items.

When working with an order, after entering the necessary information, the user clicks Create Shipment to generate shipment records. The application creates one shipment record for line items that have the same values in the following fields: Request Delivery Date, Ship-To Address, Source (Warehouse), Priority, Shipment Method, and Carrier.

This task is part of Common Tasks for Creating Quotes and Sales Orders.

NOTE:  If you want different line items on an order to be shipped to different locations, see To specify different ship-to addresses for different line items in an order.

Use the following procedure to add shipping information to an order.

To add shipping information to an order

1. Navigate to the applicable quote or order.
2. Click the Shipping view tab.

   The account, site, contact, and address are automatically populated based on the account information.

3. Change the default shipping information, if necessary, and fill in the Shipping form. The following table describes some of the fields.

   Field	Comments
   Shipping Method	Required. Select the method by which products must be shipped.
   Shipment Terms	Required. Select the terms for shipment.
   Carrier	Required. Select the carrier to be used for shipping.
   Ship Complete	Select this check box to indicate that all items in the order must be shipped together.
   Ship Instructions	Enter any details regarding shipping that do not apply to other fields.
   Pack Instructions	Enter any special instructions on packing.

Use the following procedure to specify different ship-to addresses for different line items in an order.

To specify different ship-to addresses for different line items in an order

1. Navigate to the applicable quote or order.
2. Click the Shipping view tab.
3. Under the Shipping view tab, click the Line Items view tab.
4. In the Shipping list, for any applicable line items, enter a name, address, shipping method, and carrier.