View and Edit ShipTo

Customer Relationship Management (CRM) > CRM Daily Processing Procedures > ShipTo Creation and Maintenance

View and Edit ShipTo

1. Select the Customer Manager from the CRM Pull-down menu.

2. Find the appropriate Customer record as described under “Viewing and Editing a Customer record”.

3. Select the “ShipTos” tab in the Customer Manager to display the existing ShipTo records for the company

4. Select the desired ShipTo record by highlighting the record and pressing the ZOOM key or by using the mouse functions (double click, right mouse button ZOOM option).

Create New ShipTo