Operations CRM - Validate that Shipto Type is Required When Setting Up a New Shipto

1. Navigate to "CRM"

   To validate that a Shipto type is required when setting up a new shipto, first, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Quotes"

   Then, click Quotes. In order to access and edit quotes, you will need to be set up as an "administrator" or "superuser", or have the roles of: "quoteView", "quoteEdit", and "accountQuoting".

   

3. Search for the quote

   Search for the quote by entering the quote number in the field.

   

4. Click more details icon

   Then, click on the more details icon to view quote settings.

   

5. Enter the shipto details

   Enter the needed shipto details in the Billing Address & Tracking section in the quote's details page.

   

6. Unselect the "Type" field

   In this example, you will notice that there is no "Type" selected for this quote. Having this field unselected should trigger an error when activating the ship-to.

   

7. Click "Setup Location"

   To verify that the shipto type is required when setting up a shipto, click on the "Setup Location" icon at the top menu of the screen.

   

8. The error message will appear

   The error message, "Please select the shipto Type" will appear.

   

9. Click "x" to close the error message box

   Click "x" to close the error message box.

   

10. Click the shipto type dropdown

    Go to the Location section and click the "Type" dropdown to view the shipto type options available on the account.

    

11. Select "Type"

    Select the shipto type from the options.

    

12. Click the "Setup Location" icon

    Now that the quote has the shipto type selected, click on the "Setup Location" icon to activate the shipto.

    

13. The shipto has been set up successfully

    The green check indicates that the shipto has been set up successfully.