{"id":693,"date":"2021-09-21T14:27:48","date_gmt":"2021-09-21T19:27:48","guid":{"rendered":"http:\/\/www.iqaccountingsolutions.com\/blog\/?p=693"},"modified":"2021-09-21T14:27:52","modified_gmt":"2021-09-21T19:27:52","slug":"customer-ship-to-addresses-in-sage-50peachtree","status":"publish","type":"post","link":"https:\/\/www.iqaccountingsolutions.com\/blog\/customer-ship-to-addresses-in-sage-50peachtree\/","title":{"rendered":"Customer Ship-To Addresses in Sage 50\/Peachtree"},"content":{"rendered":"

I get a lot of questions about customer ship-to addresses. They are actually very simple to set up and use. The problem is that ever since Sage “improved” the customer contacts section of Maintain Customers<\/span><\/em> in version 2010, it isn’t obvious how to set up the addresses properly. The key is that every ship-to address must be associated with a contact before it can be used on an invoice, sales order, quote, proposal or credit memo.<\/span><\/p>\n

Go to the Maintain<\/span><\/em> menu and choose Customers\/Prospects<\/span><\/em>. Select a customer at the Customer ID<\/span><\/em> field. Then click on the Contacts<\/span><\/em> tab. Since every address needs a contact, start by clicking the New Contact<\/span><\/em> button at the bottom of the window. If you there\u2019s not a person you want as a contact for this address, just enter something like Ship To 1<\/span><\/em> as the contact\u2019s first name. Enter the company\u2019s name in the Company Name<\/span><\/em> field if you want it to print along with the ship-to address on invoices and other forms. Also make sure that Use Company Name\/Contact Name in the ship-to address<\/span><\/em> is set correctly. (Hint: if you entered \u201cShip To 1\u201d as the contact name, you want to select Company Name<\/span><\/em> here.) If you want this address to be entered automatically on new sales forms, check the box next to This is the default ship-to contact for this customer.<\/span><\/em> The remaining fields are optional.<\/span><\/p>\n

If the ship-to address has already been set up, but you haven\u2019t been able to use it, select it now from the Address<\/span><\/em> drop down box. Otherwise, click the Edit Addresses<\/span><\/em> button. Enter the address on the first available line. If you track sales tax, be sure to enter the appropriate sales tax ID for this address. Click OK<\/span><\/em> to save your entry. Now, back at the Contacts<\/span><\/em> tab, click the Save Contact<\/span><\/em> button.<\/span><\/p>\n

On any sales form, (quote, proposal, sales order, invoice, or credit memo) the new address will now be available in the Ship To<\/span><\/em> drop down list. If you set it as the default ship-to for that customer, it will automatically be entered at Ship To<\/span><\/em>.<\/span><\/p>\n