Steve,
Thank you for the information. We are on 8.03.404B. We looked at the parent child relationship and from what you are saying it seems we can use this to help link the different identities.
We also had the issue with the need for an additional PO field. We actually added a field that we have print on SO Acknowledgements, packing slips and invoices. Our Customer Service was doing the same thing you are doing by adding the PO as a ship to contact, but they were building up a large volume of contacts.
We recently purchased Service Connect and are looking forward to discovering its many uses. Thanks for your sharing your ideas.
Joy
Thank you for the information. We are on 8.03.404B. We looked at the parent child relationship and from what you are saying it seems we can use this to help link the different identities.
We also had the issue with the need for an additional PO field. We actually added a field that we have print on SO Acknowledgements, packing slips and invoices. Our Customer Service was doing the same thing you are doing by adding the PO as a ship to contact, but they were building up a large volume of contacts.
We recently purchased Service Connect and are looking forward to discovering its many uses. Thanks for your sharing your ideas.
Joy
--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> Most of our sales are this way. You didn't say what version you are on. We are on 8.03.408A. Version 9 has the advantage of a "one time" shipto address, also known as a drop shipment.
>
> In our worst case, we have a parent company with branch locations who drop ship. We set up the parent and the branch locations as customers with a parent child relationship. Each child has the parent set up as the default billto. The quote/order is assigned to whichever branch places the order and the drop ship (shipto) has to be entered as a shipto address for the customer. Contacts also have to be added to the customer. We sometimes use the contact setup to enter the end user po number (by request of the seller) because you can specify a contact on the order's shipto and it will print on the packing label.
>
> Since entering the drop ship address each time is time consuming, we are currently looking at a modification/customization to have a BPM pass information to a service connect program that will add the shipto information automatically.
>
>
> Like I said, version 9 makes this a little easier but overall Vantage is not all that friendly with this type of scenario without some extensive modifications.
>
> One of our early problems was that our Customer Service decided to keep reusing the same shipto entry and just change the address for each drop shipment. What they didn't realize is that the sales order doesn't store this information, just the ID of the shipto. So each time they changed it it changed for every sales order that used that one shipto address.
>
>
>
> ________________________________
> From: Joy <jfekkes@...>
> To: vantage@yahoogroups.com
> Sent: Wed, March 17, 2010 3:12:42 PM
> Subject: [Vantage] Customer Maintenance: Distributor, Reseller, Ship to?
>
> ÂÂ
> Hello,
>
> We are running into some new situations with regards to our customers. I'm sure this may not even be an issue for many...but we have always sold through third party, but now we are selling to distributors who sell to resellers and we ship to another location (neither distributor or reseller), so it is new to us.
>
> Our question is how to set up the Customer maintenance addresses.
>
> We send out quotes, order acknowlegements and invoices to distributor.
> We ship to the final destination of our product (know this is Shipto)
> But we would like to be able to identify the reseller and contact in the quote, order, and shipping information, in order to report on the parts, volume, total dollars associated with the reseller.
>
> Also, we could ship to the same location but through different resellers and we could also sell direct to the ship to location.
>
> This is a plea to ask if anyone has a similar situation as we do and if so, to ask if you would share how you set up your customers.
>
> Thank you,
>
> Joy Fekkes
> Jaco, Inc
> jfekkes@jacoinc. com
>
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