If a buyer has multiple shipping locations, you can set up a drop-down menu that allows your reps or buyers to easily select their preferred shipping address in Shop and Sell. Follow these steps to enable this feature:
Steps to Enable Multiple Shipping Addresses:
Go to the Users/Locations Tab in the CMS:
- Navigate to the Users/Locations tab in the AMP CMS.
- Click on Customers to access the Customer Table.
Update Columns in the Customer Table:
- Click Edit Customers to modify the customer data structure.
- Click Edit Customers to modify the customer data structure.
Rename the Customer Name Column:
- Change the column tag for Customer Name to Parent Company Name.
- Change the column tag for Customer Name to Parent Company Name.
Ensure Consistent Parent Company Name for All Locations:
- If you already have multiple shipping locations for the buyer, make sure that each entry has the same Parent Company Name (this ensures the locations are grouped under the same company).
- Ensure that each location has a unique Customer ID to distinguish between the different addresses.
- If you don’t have the correct entries, add new rows for each location, making sure they share the same Parent Company Name but have unique Customer IDs.
- Save your work when you're finished.
Test the Setup in Shop or Sell:
- In Shop, click Customer, then Change Customer.
- Scroll down to your customer with multiple shipping locations. You will see the company name displayed in bold, with a drop-down caret next to it (instead of a "Select" button).
- Click the company name or the caret to open the drop-down menu showing all available shipping locations for that customer.
Select a Shipping Address:
- From the drop-down menu, select the desired shipping address for the customer. The selected location will be used for the order.
- From the drop-down menu, select the desired shipping address for the customer. The selected location will be used for the order.
Proceed as Normal:
- The process works the same way in AMP Sell (the app version). The only difference is that the company name will appear dark blue instead of bold.
- The process works the same way in AMP Sell (the app version). The only difference is that the company name will appear dark blue instead of bold.
Additional Notes:
- If you want to enable this functionality for all your customers with multiple shipping addresses, you’ll need to ensure that the Parent Company Name is consistent across all entries and that each location has a unique Customer ID.
- The drop-down menu functionality is available in both AMP Shop (web version) and AMP Sell (app version), making it easy for your sales reps to manage customers with multiple shipping addresses.