Using Ship To and Billing Addresses
To accommodate different billing and shipping addresses on the same order, end users can select a separate billing address and ship to address for their orders.
For example, a user creates an order for a large company whose billing address is their main headquarters. The order, however, needs to be delivered to a subsidiary at a different address so the user selects the appropriate address for shipping.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Ship To and Billing Addresses for
Order Admins
To configure this feature, ensure Configuring Order Management is complete.
End Users
To configure this feature:
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Ensure Configuring Order Management is complete.
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Navigate to Admin > Configuration > Objects.
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Select address__v.
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Select Layouts.
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Add the Billing and Shipping address types to the appropriate layout.
Using Ship To and Billing Addresses as
Order Admins
To set the Restrictive Address Selector:
- Navigate to Business Admin > Objects > veeva_settings__v.
- Select the appropriate veeva_settings__v record.
- Select Edit.
- Select the appropriate value for the restrictive_address_selector__v check box:
- Selected - Restrictive Address Selector is enabled. The address is available for selection as Billing Address if the Billing address type is selected on the account. The address is available for selection as Ship to Address if the Shipping address type is selected on the account.
- Deselected - Restrictive Address Selector is disabled. The address is available for selection as Billing Address if the Shipping or Billing address type is selected on the account, or if both are selected.
- Select Save.
To add an address for shipping and/or billing:
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Ensure Configuring Accounts is complete.
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Navigate to Business Admin > Objects > address__v.
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Select Create.
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Complete all required fields.
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Select the Shipping and/or Billing check boxes in the Address Type section.
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Select Save.
End Users
End users can select a Ship To Address and/or Billing Address for an order. If an available address for Ship to Address and/or Billing Address is a Primary Address, it is selected by default.
