Specifying shipping information
This section explains how to specify shipping information for an order.
Procedure
- Log on to the IBM Sales Center.
- Select a store.
- Create or find the order or quote for which you want to specify the shipping information.
- If this is an order and it has already been submitted, click Edit.
- If this is a quote and it has already been completed, create a new quote from it.
- Go to the Order Items or Quote Items page.
- For each item for which you want to specify shipping information:
- Click the Shipping Address cell. Select
the item's destination from the list. Click the Add Shipping address icon
() to open a page that you can use to add
a new shipping or billing address for the customer.
Note: In B2B stores, the CSR must Apply the order items before adding a new shipping address. If the contract does not allow shipping to the customer's address, then this address will not show up in shipping address list.
- Click the Shipping Carrier cell. Select
the requested shipping carrier from the list. Tip: Click the Add Shipping Instructions icon () to open a page that you can use to add shipping instructions for the item.
- Enter the date that the customer would like the item shipped in the Requested shipping date field.
- Modify the information in the remaining item-detail fields as necessary.
- Click the Shipping Address cell. Select
the item's destination from the list. Click the Add Shipping address icon
() to open a page that you can use to add
a new shipping or billing address for the customer.
- To request that two or more items ship together, perform
one of the following actions:
- Request that some items ship together.
- Select the Ship when complete check box to specify that the order should be shipped when all items are available.
- Click the Apply button to apply your changes before clicking on the Payment page.
- Modify the payment information as necessary.
- Optional: Click Adjustments to open a page that you can use to view the details of any adjustments to the order or quote.
- Optional: If this is an order, perform any of the following
actions:
- Click Shipping to open a page that you can use to view the details of the shipping charges associated with the order and override the shipping charges if you are authorized to do so.
- Select Confirm by e-mail to send an e-mail confirmation to the customer when the order is successfully processed.
- Click Submit or Complete Quote.