This is used to store the names, addresses, and other related information of the shipping origins that you use. Origins must be established before they may be used on a bill.
Origins may be imported from an outside source. See Importing Data for more details.
The entire list of your origins is displayed on the left side of the screen. This list may be sorted by either column. Click on the column title to reorder the list by that column. Origin information is edited on the right side of the screen.
Adding an Origin
Press the Add button to add a new origin. A new origin will be established with "New" as its Origin Number.
Each origin that you input must be assigned a unique origin number (or I.D.). This number can be up to 25 characters long and may contain almost any character on the keyboard. Unless you use a large number of origins, it is recommended to keep this field simple.
DO NOT USE A SINGLE QUOTE ' CHARACTER IN THE NUMBER FIELD.
Reserved Origin Numbers
Home Used for your main shipping origin. If you are a single-company shipper, then create one origin using "Home" as the Origin Number (along with your main name and address information). Then, in the Defaults Maintenance, set the On new bills... box to "Home." This will always establish your origin as your home office.
Most of the fields on this page should be self-explanatory. The fields that may need further explanation are:
This is used to store the e-mail address of the origin. Press the EMail button in front of the field to send an e-mail to the origin.
This is used to store the website address of the origin. Press the Web button in front of the field to go to the origin's website.
Press the Notes button to view and edit notes for the origin. This information does not print anywhere and may be as many lines as you wish.
Press the Save button to save your changes.
Editing an Origin
Origin information may be changed at any time. Simply locate the origin in the list on the left and click on it in the list. Then, change the information on the right side of the screen as needed. Don't forget to press the Save button when you are finished.
Deleting an Origin
An origin may be deleted from the list as long as it is not being referenced by any of the bills in the system. To delete an origin, locate the origin in the list on the left and click on it. Then, press the Delete button. You will be asked to confirm the delete.