Implemented Need a way to specify Ship-To Contact Name, Ship-To Company, and Ship-To Address
As DEAR stands right now, a given customer may have multiple Ship-To Addresses, but it seems that this is assuming a scenario where the customer has multiple facilities to which items may shipped.
A different scenario, is customers who are purchasing something, such as a gift, which is to be shipped to someone else, meaning it is a different name, different company (if any), as well as a different address than the customer’s (company name, contact name, and billing address).
I am working with a client, FernCreek Confections, on this very issue. We have tried to create a workaround for this, but it is not acceptable. We have tried adding an additional contact name as a sort of “sub-customer” and separately an additional shipping address for the “sub-customer”, but then when we send it to ShipStation, the customer company name still appears on the shipping label. For example, let’s say BigFirm calls to order 10 chocolate bars for their client Jack Smith. In DEAR, the customer is company=BigFirm, Contact=John Doe, Billing Address=123 Main Street, Anytown, MA 02543. BigFirm would like to send the order Jack Smith, 444 Johnson Road, Newtown, PA 23044. The label is ShipStation appears as:
Jack Smith
BigFirm
444 Johnson Road
Newtown, PA 23044
The address is correct except for adding the BigFirm part.
Further, though, the DEAR interface does not effectively support shipping to Jack Smith. The DEAR user need to select Jack Smith as the contact and then separately need to select Jack Smith’s address for the Shipping Address. The user needs to somehow know what Jack Smith’s address to make this work. This is not an effective solution for this sort of sales processing.
In order to support this sort of “gift” ordering, there needs to be a way to specify, together (i.e, they are directly connected in database), the Ship-To Name, Ship-To Company, and Ship-To Address for customers.
Is there any way to support this with the current implementation of DEAR?
How does DEAR support gift order that come over from Shopify?
FernCreek Confections needs this functionality. They have many gifts orders so they must have a way to do this. They have put a big investment into getting up on DEAR and now are stuck not being able to process orders through DEAR.
If implementing this as a new feature, consider adding additional Ship-To information such as phone number and email address.
Hi David,
Are you using simple sale or advanced sale?
Thanks
Hi Mike,
Thanks for the quick reply. I am still unable to output a shipping company to the packing slips/invoice. Do you mind taking a look at my example. Have also responded to your comments.
1. When I use the ship to feature it doesn't seem to pull in the Shipping Company. (e.g ABC Demo Company in my example) so I am unsure how to get this info to show in the packing slips & invoices. The delivery company is really important to make sure it gets to the right place
2. I get what you're saying but rather than a "contact" an actually shipping company would be a much simpler and feature rich implementation. Can live with this one but it does seem like a half fix and a true shipping company would allow for a lot more flexibility.
3. Cheers, this is really important
4. If you could get point 2 running as a true Shipping Company this should make this possible? Would make a lot of sense to get this fixed as a lot of people integrate with third party shipping services.
Thanks for addressing these, the improvements will make a lot of difference to our processes and im sure a lot of other users.
Hi David,
Thanks for testing it out, please see answers below:
1. No new mail merge fields are required. When ship to feature is used the normal shipment fields are used with new customer details specified.
2. No we do not add this contact to the data base as it is assumed that it is a one-time shipment. If its not a one time shipment you can just add it as another contact & shipment address to the customer.
3. This will be resolved.
4. Currently we are not sure if this can be achieved, a new field would need to be added but in that case we would not be able to replace customer name.
Just giving this a test run and there were a few things that appear to need fixing/support with:
Other than that it's looking good, hopefully these are easy bugs to iron out so that it's a solid upgrade :)
Nice one guys, the facelift is loading quicker too.
Hi Mike,
I noticed this was added to the new update but it won't let me select from existing customers in our database and have to type in all the details manually?
Is there a way to choose from customer already in our database?
That's great news!! Thanks for the update and posting the upcoming release to this thread!
-Stan
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Awesome! thank you!!
Hi All,
Thanks for your suggestions we will be releasing this feature request next week.
Thank you all for your patience.
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Dear? Any update regarding this? I'm running into this issue daily and is driving me nuts!
I've had to resort to modifying the invoice in another program so I can have the Correct name and address for the "Ship to".
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Dear Support/Development,
In this case the simplest solution is the most powerful. Just as you allow any company in the bill to, also allow choosing any company in the database in the ship to. You can easily see it's a drop ship order by looking at the bill to and ship to. I think it unecessarily complicates things if you try to mark orders and companies differently, an order should just be an order. A company should just be a company.
This should be a simple change, please get it implemented ASAP.
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Hey guys, is there any further update on this? Would love to hear DEAR's feedback on adding this to the roadmap.
We've tried workarounds like using the customer contact as the shipping contact and editing the docx templates but this creates it's own set of issues with the emails as DEAR then tries to email an invoice to the recipient. A shipping company, contact, phone number would alleviate all of these issues and just seems like common sense. Even our shopify store allows for a different shipping company/contact
I have various occasions where I use a different ship to address or name, e.g. when sending to a resellers customer or when doing invoices for leasing/finance companies they need the invoice made to them but shipped to the actual buyer. When I try to change the address the original name is still there.
In Myob you are able to select "another card" or can easily change the ship to name and address, as far as I can tell you an't change the delivery name.
This needs to be added asap! Heck! It's been 2 years since this was posted!!
Come on Dear, what are you doing?
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When manually entering a delivery/shipping address, there needs to be option for more than 2 text lines..
we often Drop Ship for our customers (Different consumers each time so we don't want to save them as contacts) so we don't want their company name automatically coming into the shipping address.
We need to be able to change the shipping address so that it can have a different Company/Contact name to the company we are billing to.
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We are also struggling with this issue. A lot of our customers are reselling or ordering on behalf of another customer. We can manually add the shipping customer to the address lines but it means the packing slips/.csv export is messed up and doesn't give enough room to enter all the details.
Having a shipping customer seems so logical it's a surprise it hasn't been added from the start.
If DEAR are taking this feedback on board a checkbox with ship to billing address that can be deselected to add a custom address would also be appreciated. (similar to how websites like shopify function)
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