Setting Up Bill To & Ship To for Multi-Unit Properties

Navigate to the point of sale in the menu.

Start with creating a quote by going to the open quote report.

Create a quote with the customer's details (Bill To).

Set up the shipping information for the specific unit within the property (Ship To).

Save the information to have Bill To, the Ship To, and Job Name listed created.

After setting up the Bill To and Ship To, proceed to convert the quote to an order.

The job name reference will move over to the sale for tracking purposes.

If dealing with multiple units within the same property, open an existing quote.

Adjust the unit number in the Ship To for the new unit.

Save the changes which will create a new unique Ship To for the new unit.

Update the information box with the new unit number and save.

Convert the updated quote to an order.

Decide whether to remove or keep the quote.

The open order report will display the different units for easy tracking.

Simplifies the process of setting up orders for multiple units within a property.

Allows for easy identification and tracking of orders based on unit numbers.

Information will be available in the knowledge base for future reference.

Following these steps ensures efficient setup of Bill To s and Ship To for multiple unit properties and jobs.

The system allows for seamless transition from quotes to orders, maintaining clarity and organization throughout the process.