How to Update Ship-to Addresses or Warehouse Details and Apply Changes

Ensuring accurate and up-to-date ship-to addresses or warehouse details is crucial for maintaining smooth operations in inventory management and purchasing processes. This guide will walk you through how to update these details and apply them to related items, purchase orders (POs), and project settings.

Overview of Ship-to Updates

When you edit the ship-to address or warehouse details in your system, the changes will automatically apply to all associated items and records that reference the updated codes. For any changes to take effect in existing documents like POs or projects, additional steps might be necessary. Below are detailed instructions for common scenarios.

1. Updating Ship-to Information for Items

If you need to change the address associated with a ship-to location or warehouse:

Locate the specific ship-to location or warehouse in your settings.
Edit the address or details to reflect the latest information.
Any item or record that uses this ship-to code will now reference the updated details.

For existing POs, remember to re-save them to ensure the new ship-to details apply.

2. Applying Ship-to Updates to Components Awaiting PO Conversion

If you are working with components that haven’t yet been converted into POs, follow these steps:

Update the ship-to address or warehouse information for each component before converting these components into POs or work orders.
When you generate the POs or work orders from these components, they will automatically reflect the new ship-to address.

This ensures that no manual updates to the POs are needed post-conversion.

3. Updating Project Ship-to Addresses

To update the default ship-to address for an entire project:

Open the project settings and change the default ship-to code to the new warehouse or address. Any newly created items will show the new ship-to code.
Manually go through each necessary component & change the ship to code. If you're using DM Pro, you have the ability to use the update items function to update ALL items using a new ship to code. Additionally, you can use the “Update Open POs” option if you need to reflect the new ship-to code on any open purchase orders.

This ensures full alignment of ship-to addresses across all areas within the project.

Frequently Asked Questions and Best Practices

What happens if I forget to update open POs after changing the ship-to location details? You’ll need to manually edit and re-save the POs to reflect the new ship-to information. Make this a routine step after updates. Can I apply the new address to items retroactively? Yes, simply update the address in the system, as all linked references will inherit the updated details. However, you’ll need to ensure that documents like POs are re-saved or updated where necessary.

How can I update ship-to addresses or warehouse details and apply those changes to items, POs, or projects?