UPS Roadnet Updates / Verification

When a customer is initially entered into the entrée system, it is assumed that the billing address is the same as the shipping address. The entrée system allows for the customer's invoices to be billed to another company. These addresses can be overridden in Customer File Maintenance.

 

PO Boxes are not allowed as the Ship To addresses.

 

Updating Customer Information

Menu path: Customer ribbon menu > Customer option.

 

1.Use the customer search button to find the customer.  
2.Click the Customer Tab.  
3.Verify the primary customer address information.
4.Click Routing Options button.
5.The Roadnet Customer Options dialog box displays with the customer number and company name options at the top.

 

a.   Route deliveries with Roadnet check box.

 

i.Remove the check from the box  to turn OFF Roadnet then click OK.
ii.System Default has all customers with this option turned ON.

 

b.Stop Time: To override your System Preferences Company default, use the arrows to make changes to the amount of time allocated for parking the truck and making the delivery.

 

 

 

c.Time Windows: Make changes for this customer to override your System Preferences Company default. Enter and verify delivery day and time overrides.
i.Click to select a day.
ii.Set the time window by using the arrows in the time window field.  
iii.When default settings are completed click OK.

 

6.Click Apply in Customer Tab.

 

7.Click the Customer Tab Bill To Account option.

 

a.Verify the Bill To information.
b.Click the box for Enable if it is a different from the primary address at the top of the Customer Tab.
c.Click the Customer Tab One Ship Info option.
d.Click the box for Enable if a One Ship address will be used for the Customer.
e.Verify the One Ship address information. One Ship Address line 2: Format must be city, state and zip code.
f.Click Apply to save the address changes.

 

8.Click OK. You will return to the main entrée screen.