How To Setup One Bill To Address with Multiple Ship To Locations in BrokerForce®

 
Method A) - New bill to parent company and ship to customer location
  1. Create a new parent company record on the Parent form with bill to address and contact information.
  2. Save your changes and click the <Stores> tab on the lower right tab strip on the Parent form.
  3. Click the <Add a Store> button at the right of the tab strip to add a ship to location.  This will open the Customer form to a new record. The Bill To: Address information for this new customer will default to that of the parent company.  Edit the Ship To: Address as needed.   The new customer name will default to the parent name followed by a sequential number.  You should replace this number with either the actual store number or the city that the store (affiliate) is in. An association will automatically be created between the parent company and this affiliate and this customer record will be listed in the <Stores> list on the Parent form.

Method B) - Create a parent record from an existing customer record

  1. Go to an affiliated ship to customer record on the customer form
  2. If a parent record has not been created yet, click the <Create Parent> button just below the Ship To: Address block on the customer form
  3. The Parent form will be opened to a new record using the information in the Bill To: Address block of the customer form.  Edit as necessary. 
  4. An association will automatically be created between the parent company and this affiliate and this customer record will be listed in the <Stores> list on the Parent form.
Method C)  - Affiliate an existing customer with an existing parent
  1. On the customer form, go to the customer record that is to be affiliated with a parent
  2. Select the existing parent company from the <Parent> drop list just below the customer's name
  3. Click the <Bill To> button above the Bill To: Address block to update it to that of the parent company.
  4. This customer record will now be listed in the <Stores> list on the Parent form.

Note: Customer names must be unique.  When as store is added using the <Add a Store> button,  the customer name will default to the parent name followed by a sequential number.  It is recommended that you replace this number with either the actual store number or the city that the store is in.

Although one can create a separate ship to customer record for each ship to location without associating them with a parent company, there are several benefits to a parent company association:

  1. One can duplicate an order for multiple ship to locations directly from the parent form
  2. The ability to see all the affiliated stores and their orders at-a-glance on the Parent form is very useful
  3. Aggregated reporting for affiliates is a powerful analysis tool.  Reports such as the parent "Item Sales" grouped by affiliate by vendor by item shows what each store is buying or has missed ordering.
 
The first time that a new line is ordered by the customer, you will be prompted for a new vendor customer number.  As of version 3.0.14, the <Ship To Number> is shown next to the <Vendor Customer Number> (bill to).  Users should be cautious to assure that both numbers are correct if the customer is a previous customer of a vendor.

 

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