Hi All, how would you manage having different groups of customers with the same ship to (instead of copy/paste de ship to address in each customer)? We ship our goods to different pick-up points. Thanks.

Hi Nairolf, I'm pretty new to this but a custom field (a check-box) indicating you the order is to be shipped to a pick-up point could be the criterion for entering a workflow, which then updates all the ship-to fields to your pick up point. If you set it to run only on record create (as opposed to view, edit) then it would still give you the option of manually changing it if the customer asked for another shipping address.

Hey @Brad Wentworth, sorry I forgot to mention, we have different pick-up points. I also thought about transfer orders to the pick up point and then the sales order from the pick up point, but it sounds heavy to manage 😮

Are you trying to ship from multiple origins but to a single destination? Or multiple origins to multiple destinations?

Hey @dps, I ship from one origin on different SO to different pick-up points which are regrouping different customers/end-users

Is there a logic to the pick-up points? I've used saved searches and workflows for some pretty complex if-here-use-this-ship method, if-there-use-that-ship-method, &c., down to the zip code level

Hmmm so are you shipping to a consolidator of some sorts and do you need to track final mile?

The easiest way to do that would probably be to have several separate saved searches and workflows that evaluate each sales order, and then changes the shipping address according to whatever criteria you have. If it's on the state or zip-code level it would be pretty easy. If there are other dynamics, like item size, cost, or seasonality, that gets harder

There are ways to ship a single SO from multiple origins to a single location (line item shipping), but it sounds like that’s not what you’re looking to solve

@Brad Wentworth, I believe it would be a solution in that essence 😉

Are you shipping to a freight forwarder?

Nope @dps just a pick-up point 🙂

Haha

Hum not really because I am billing the final customer.

Oh I see. Not really sure man, I will follow this thread to see how you solve this.

@Nairolf Here's the condition I have in a workflow for a similar issue: (State/Province = MB Or State/Province = NB Or State/Province = Manitoba Or State/Province = New Brunswick Or Zip contains P3E Or Zip contains P3C Or Zip contains J9B Or Zip contains P0H Or Zip contains L0R Or Country = United States) And (Payment Method != Credit Card Or Country = United States) And (Department (Main) = Operations Or Department (Main) Is Empty Or Country = United States) The Action on the workflow is to set shipvia field value to FedEx Ground, but in principle it could set the shipping address too. You can see I have a complex web of different provinces and postal codes (our Canadian equivalent to States and Zip Codes) and even payment methods. My experience is that once you are comfortable with the and/or logic (especially if you're OK with nested logic statements) it's doable.

Thx a lot @Brad Wentworth 😉