Step 4: Setup Account Informaton

In some cases to make processing shipments and invoices easier; we allow to default payment terms, remit to and ship from addresses across all retail channels. To learn more about each see below.

Edit Payment Terms

Under Settings > Account Information you can setup default payment terms across all your retail channels. Under Default Payment Terms, you can default across all retail channels or enter Partner Specific Payment Terms.

Setting default payment terms will be used in 3 different scenarios. 

  1. If you are creating invoices automatically off of a shipment or order. Setting your payment terms can be configured per retail channel. This will allow you to send the terms of your invoices without requiring any manual effort.
  2. If you are creating invoices in the portal. Being that payment terms per retail channel do not change often, it is best to default these to ensure they are always being sent on your invoices.
  3. If you are not sending your payment terms through any of the normal integrated methods (CSV, XML, JSON, API, EDI). The fields that you can default are listed below.

 Note:

If you send an invoice with any of the values below, then none will default. For example, if you send N30 in PaymentTerm.TermsDescription and have a value of "30" set for Net Days Due, the "30" will not default in PaymentTerm.PayInNumberOfDays. You will need to leave all values blank to have the fields default.

Field

API Field

Description

Terms Description

PaymentTerm.TermsDescription

Description of the payment terms. This will be a free form description.

Net Days Due

PaymentTerm.PayInNumberOfDays

Number of days in which the invoice is due, before additional charges are accrued.

Net Discount Days Due

PaymentTerm.DueDate

Discount days due when discount will be applied.

Discount Percentage

Discounts.DiscountPercent

Discount percent will be used as part of the payment terms. It will be used with the discount due date and discount days due.

 

Edit Remittance Address

Under Settings > Account Information you can setup default your remittance across all your retail channels. Under Default Remit To Address, you can default across all retail channels or enter Partner Specific Remit To Addresses.

Setting default remit to addresses will be used in 3 different scenarios. 

  1. If you are creating invoices automatically off of a shipment or order. Setting your remit to address can be configured per retail channel. This will allow you to send the address on your invoices without requiring any manual effort.
  2. If you are creating invoices in the portal. If you are creating a lot of invoices in the portal a few additional clicks can make creating invoices more time consuming. If you have a defaulted address, there will be no need to click through the address books.
  3. If you are not sending your address through any of the normal integrated methods (CSV, XML, JSON, API, EDI). The fields that you can default are listed below.

 Note:

If you send an invoice with any of the values below, then none will default. For example, if you send "Acme Co" in RemitToAddress.CompanyName and have a value of "1 Enterprise Dr." set for Address Line 1, the "1 Enterprise Dr." will not default in RemitToAddress.Address1. You will need to leave all values blank to have the fields default.

Field

API Field

Company Name

RemitToAddress.CompanyName

First Name

RemitToAddress.FirstName

Last Name

RemitToAddress.LastName

Address Line 1

RemitToAddress.Address1

Address Line 2

RemitToAddress.Address2

City

RemitToAddress.City

State

RemitToAddress.State

Zip Code

RemitToAddress.Zip

Country

RemitToAddress.Country

Email

RemitToAddress.Email

Phone

RemitToAddress.Phone

Address Code

RemitToAddress.AddressCode

 

Edit Ship From Addresses

Under Settings > Account Information you can setup default your remittance across all your retail channels. Under Default Ship From Address, you can default across all retail channels or enter Partner Specific Ship From Addresses.

Setting default ship from addresses will be used in 3 different scenarios:

  1. If you are creating shipments in the portal. If you are creating a lot of shipments in the portal a few additional clicks can make creating shipments more time consuming. If you have a defaulted address, there will be no need to click through the address books; it will be auto-loaded once draft is created.
  2. If you are not sending your address through any of the normal integrated methods (CSV, XML, JSON, API, EDI, or system). The fields that you can default are listed below.

 Note:

If you send an shipment with any of the values below, then none will default. For example, if you send "Acme Co" in ShipFromAddress.CompanyName and have a value of "1 Enterprise Dr." set for Address Line 1, the "1 Enterprise Dr." will not default in ShipFromAddress.Address1. You will need to leave all values blank to have the fields default.

Field

API Field

Company Name

ShipFromAddress.CompanyName

First Name

ShipFromAddress.FirstName

Last Name

ShipFromAddress.LastName

Address Line 1

ShipFromAddress.Address1

Address Line 2

ShipFromAddress.Address2

City

ShipFromAddress.City

State

ShipFromAddress.State

Zip Code

ShipFromAddress.Zip

Country

ShipFromAddress.Country

Email

ShipFromAddress.Email

Phone

ShipFromAddress.Phone

Address Code

ShipFromAddress.AddressCode

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