How to Set Up Blind Shipping
This guide explains how to configure and process Blind Shipping in 10X ERP. Blind Shipping allows you to ship products directly to your customer’s customer while displaying your customer’s branding and information on the packing slip instead of your company’s details. Users can configure Blind Shipping settings at the customer and location levels, customize packing slip branding with logos and colors, and enable Blind Shipping directly on individual sales orders as needed.
- Navigate to the Customer Record to configure Blind Shipping settings for customers who require shipments sent to their end customers.
- Enable Default Blind Shipping for Locations if the customer frequently ships to new job sites or customer locations.
- Configure Blind Ship Settings in Customer Locations by enabling the Blind Ship option for applicable delivery locations.
- Customize Packing Slip Branding by selecting Font Colors, Border Colors, Shading Colors, and uploading the customer’s Logo for Blind Ship documents.
- Create or Edit a Sales Order and enable the Blind Shipping option within the order settings when needed.
- Publish the Sales Order to apply the Blind Shipping settings to shipment documents.
- Review Shipment Documents to confirm the Blind Ship designation appears on the Order Acknowledgement and Picking Slip.
- Verify the Packing Slip Branding to ensure the customer’s Logo, Colors, and Header Information appear instead of your company information.