Manage Owners
Once an Owner has been created, there are further details that can be specified and managed. From the Owner record, users can Create Inventory, Projects, and Materials, as well as add shipping addresses, assign containers, associate carriers, add contacts, and add owner-specific instructions.
Step 1. Open the Owners Hub
1. Click Owners in the left navigation menu, then select Owners.
The Owners Hub will display.
Step 2. Add Shipping Addresses
Add Ship From Addresses
1. Click the Ship From Addresses option on the Owner record.
2. In the Addresses window, click the green + Add Row option.
3. Locate or enter the new address details, then click the green check mark at the end of the address row.
The address will now be associated as a Ship From Address for the Owner.
4. Repeat the process to add as many Ship From Addresses as needed.
To remove an address, check the box for the Ship From Address row, then click the Delete option.
Add Ship To Addresses
1. Click the Ship To Addresses option on the Owner record.
2. In the Addresses window, click the green + Add Row option.
3. Locate or enter the new address details, then click the green check mark at the end of the address row.
The address will now be associated as a Ship To Address for the Owner.
4. Repeat the process to add as many Ship To Addresses as needed.
To remove an address, check the box for the Ship To Address row, then click the Delete option.
Step 3. Assign Containers
1. Click the Containers tab.
2. In the Container tab, click the Assign Containers button to open and select a Container, or click the green + Add Row option to create a new one.
The container will now appear on the list of containers assigned.
3. Repeat the process to assign as many Containers as needed.
To remove a Container, check the box for the Container row, then click the Remove Container option.
Step 4. Associate Carriers
Associating a Carrier to an Owner will help expedite the Order creation process.
1. Click the Carriers tab, then click the green + Add Row option
2. Locate the desired Carrier, enter the optional details, then click the green check mark at the end of the row.
The associated carrier will now be displayed in the Carriers list for the Owner.
3. Repeat the process to add as many Carriers as needed.
To remove a Carrier, check the box for the Carrier row, then click the Delete option.
Step 5. Add Contacts
The Contacts tab allows you to set up contacts associated with the Owner.
1. Click the Contacts tab, then click the green + Add Row option.
2. Enter the desired Contact and it's required details, enter any of the optional details, then click the green check mark at the end of the row.
The associated contact will now be displayed in the Contacts list for the Owner.
3. Repeat the process to add as many Contacts as needed.
To remove a Contact, check the box for the Contact row, then click the Delete option.
Step 6. Add Instructions
1.Under the additional options of the Owner toolbar select Instructions.
2. Select an Instruction Type.
3. Select an Instruction Type and enter the Instructions and any optional details, then click the green check mark.
The Owner Instruction will now appear in the list on the Instructions tab.
4. Repeat the process to add as many Instructions as needed.
To remove an Owner Instruction, check the box for the Instruction row, then click the Delete option.
| Last Updated: |
| 08/13/2025 |
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