Forum Discussion

SUP10's avatar
SUP10
User
4 months ago
Solved

LOSING INFO IN SHIP TO WINDOW

When in a live cash sale quote (therefore the customer is on the phone with our salesperson), and having entered the customer's information (name, address, phone # etc) - if the customer then says th...
  • Doreen_P's avatar
    Doreen_P
    3 months ago

    Hi, SUP10

     

    Thank you for providing the requested screenshots.

     

    Upon investigation, the focus of this issue revolves around the customer's address, which is configured in the customer card file. When an invoice is created and subsequently converted to an order, the default address displayed for shipping will be derived from the customer's default address in the card file. We have successfully replicated this scenario on our end.

     

    If the customer card file lacks an entered address, converting the invoice to an order will result in the removal of any previously entered address. Conversely, if an address is present in the card file, changing the sales invoice type will not affect the Ship to information, and it will persist in the respective field.

     

    To enter a customer address, go to Card File > Cards List > Customer, and then select the zoom arrow to open the card file > Enter the address in the Address field, and then click OK.

     

    Feel free to post again anytime if you require further assistance. 
     
    If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

     

    Best regards,

    Doreen

SUP10's avatar
SUP10
User

Hoping you can see the snips here.  So initially screen is opened up to do a sales invoice but midway thru the sale the customer decides that they don't want it straight away and want to order it instead, so we change the invoice to an order and when that's done you can see that it removes anything that was previously keyed.

Doreen_P's avatar
Doreen_P
MYOB Moderator
3 months ago

Hi, SUP10

 

Thank you for providing the requested screenshots.

 

Upon investigation, the focus of this issue revolves around the customer's address, which is configured in the customer card file. When an invoice is created and subsequently converted to an order, the default address displayed for shipping will be derived from the customer's default address in the card file. We have successfully replicated this scenario on our end.

 

If the customer card file lacks an entered address, converting the invoice to an order will result in the removal of any previously entered address. Conversely, if an address is present in the card file, changing the sales invoice type will not affect the Ship to information, and it will persist in the respective field.

 

To enter a customer address, go to Card File > Cards List > Customer, and then select the zoom arrow to open the card file > Enter the address in the Address field, and then click OK.

 

Feel free to post again anytime if you require further assistance. 
 
If my response has answered your inquiry, please click "Accept as Solution" to assist other users in finding this information.

 

Best regards,

Doreen

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