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Siebel Order Management Guide > Creating a Quote or Order > Common Tasks for Creating Quotes and 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 factor in shipment cost.
- Whether all the items should be shipped at the same time (Shipping Complete).
- Whether all the items should be delivered at one time (Single Delivery).
When a user is working with a quote, the user specifies one shipping address for the entire quote. When a user is working with an order, the user can specify different shipping addresses for individual line items. This task is part of the Common Tasks for Creating Quotes and 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.
To add shipping information to a quote or an order
- Navigate to the quote or order with which you want to work.
- Click the Fulfillment view tab.
The Ship To Account, Site, Contact, and Address are automatically populated based on the account information.
- Change the default shipping information, if necessary, and fill in the Fulfillment form. Some fields are described in the following table.
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Shipping Method |
Required. The method by which products should be shipped. |
Shipment Terms |
Required. The terms for shipment. |
Carrier |
Required. The carrier to be used for shipping. |
Ship Complete |
Check this box to indicate that all items in the order should be shipped together. |
Single Delivery |
Chick this box to indicate that all items in the order should be delivered at one time. |
- (Optional.) Enter a Requested Date and Source if desired. For more information, see Checking Availability to Promise (ATP).
To specify different ship-to addresses for different line items in an order
- Navigate to the order for which you want to specify ship-to information.
- Click the Line Items view tab and select the line item of interest.
- Click the Line Detail view tab, below the Line Items list.
A default ship to address appears, based on the address entered in the Fulfillment view tab.
- For any line item which you want to have a different shipping address, enter a Ship To Last Name and Address in the Line Details form.
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