Entering Shipping Information about a Sales Transaction
The Shipping subtab appears on many transaction records including, sales orders, invoices and estimates. Enter any information related to the shipment of goods and transaction documentation, such as invoices.
To enter shipping information about a sales transaction:
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Go to Transactions > Sales > Enter Sales Orders > List.
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Beside the sales order you want to update, click Edit.
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Click the Shipping subtab.
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Complete the relevant fields.
Tip:If the customer has requested that the order be shipped on a specific date, you can enter the promised date into the Ship Date field. Or you can create a custom field for the promised date. For more information, see Creating a Custom Field.
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To edit the default shipping address, beside Ship to Select click the edit icon (
).To learn more, see Entering an Address on a Record.
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Click Save.