How do I customize the Receiver Tab for a Trading Partner?
The trading partner must have the relationship of Receiver selected for this tab to appear.
Where is the Receiver Tab Located?
- Company > Trading Partners > [partner name] > Receiver tab
How and Why to Customize the Receiver Tab
A Receiver is a trading partner that is a delivery site, and one who is not responsible for their own bililng. Locations that receive shipments but have their invoices sent to a central location are good candidates for the Receiver relationship. All fields in the Receiver tab are optional.
- Bill to Partner brings up a list of customers. Choose the Customer who will receive the bill if it is not this trading partner.
- Delivery Contact allows you to choose a delivery Contact if desired.
- If you select the Allow Custom Address? checkbox, a + is added beside Ship to in a Sales Order. This allows on-the-fly addresses to be entered. The address will not be saved in the Trading Partner address list.
- Deliver by Date Calculation allows you to enter a number of hours from ship on date. Entering a value in the box automatically populates the deilver by date in other areas of Envio.