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Add New Contact to Ship to Accounts

  • Using Who’s Who methods, search for correct shipping account.
    • Highlight the shipping account you wish to use, making sure the correct billing account is linked to it.
    • Check the ALPHA NAME field to see if the order recipient is listed.
  • If the recipient is not listed, you can add them to the ship to account.
    • Highlight any line with the correct shipping information, making sure the correct billing account is linked to it.
    • Click ADD WW.

 

  • Fill out the Who’s Who Detail page as completely as possible. (In general, ignore Home & Fax fields)
    • Do not add any punctuation other than /
    • Click the GREEN CHECK when complete.
  • If there are multiple recipients or only first initial and last name given:
    • Select box next to Mailing Name Only.
    • See below for example.
    • Click the GREEN CHECK.