How to Change Ship Methods in a Sales Order

How to Change and Edit Ship Methods in 10X ERP

This guide explains how to modify ship methods in 10X ERP, both at the sales order level and for customer default settings. Ship methods determine delivery preferences, carrier options, and billing settings (e.g., allow, collect, prepay and add). Be aware that changes may impact freight billing details.

Steps to Change Ship Methods:

• ACCESS Sales Order Header: Navigate to the shipping section of the header in a sales order.
• CHANGE Ship Method: Cancel the current method and search for or select an alternate option from the drop-down menu. This modifies the ship method for that specific order.
• EDIT Default Ship Method for a Customer:
  1. Navigate to the Location settings for the customer.
  2. Use the Edit Pencil to modify the default ship method.
  3. Save the changes to update the default ship method for that specific location.
• ASSIGN Different Ship Methods for Multiple Locations: Adjust and save default ship methods individually for each location as needed.

Be mindful that changing ship methods might affect the billing account and associated options.