Ship-to addresses and the address book

Overview

The destination (Ship to on screen) says who and where the shipment is going. It is optional, but it’s what prints on the BOL and packing list, what the carrier reads and what the customer sees in their email. For repeat destinations there is a warehouse address book that fills every field in one click.

The destination fields

They appear in the Ship to section of the shipment form (create and edit) and of the Edit details form.

Field	What it takes
Use a saved address	Address-book search. Not stored: it only fills the other fields. Not available in Edit details.
Ship to (name)	Consignee or plant name, up to 255 characters. Searchable from the shipments list.
Address Line 1	Street and number, up to 255. It decides whether the address can be saved to the book.
Address Line 2	Suite, neighborhood or reference, up to 255.
Postal Code	Up to 20 characters. Triggers the auto-fill.
Country	Country list; United States by default.
State	List of the chosen country’s states, when the system knows them.
City	Free text, or a list of options if the postal code returned several cities.
Save this address for future shipments	Checkbox. Only on create and edit.

No field is required. With an empty destination the shipment saves anyway and documents print that space blank.

Auto-fill from the postal code

Pick the Country first (United States, Mexico and Canada auto-fill).
Type the Postal Code. A small spinner shows while it looks it up.
If the code is recognized, State and City are set. If several cities share the code, City becomes a list to choose from.

If the code isn’t recognized or the service doesn’t answer, nothing breaks: fill state and city by hand.

The address book

Saving: tick the box when saving the shipment. It is only saved if Address Line 1 has something. The name it shows under in the book is Ship to (name), or line 1 if the name is empty.
Who owns it: the warehouse, not a customer. Any shipment in that warehouse, for any customer, can use it.
Searching: clicking into the search shows up to 20 destinations; typing filters by name, line 1 or city.
Using: picking one fills name, lines, country, state, postal code and city. You can adjust any field afterwards; the change only applies to this shipment.

Where the address shows up

Shipment screen: the Ship to block in the header details, with the name and the address on one line.
BOL and packing list: in the template’s destination fields. See Documents, photos and the dock link.
Pick ticket: as the final destination.
Shipment-closed email and the client portal.
Shipments list: search finds shipments by ship-to name.

Changing the destination later

Shipment status	How	What happens
Draft	Edit	Free change.
Confirmed or Reserved	Edit (asks for a reason)	Releases and reserves again, even if you only change the destination.
Loading or Shipped	Edit details	Only the destination changes. An already generated BOL doesn’t update itself: regenerate it from the documents panel. The email isn’t resent.

Example

Pacific Brands ships to the same store every week. The first time, Ana López enters “Pacific Downtown Store”, the street, postal code 44100 with country Mexico (Jalisco and Guadalajara fill in) and ticks save. The next week she types “Pacific” in Use a saved address, picks the store and the destination is complete.

Current limits

Important: the address book has no screen yet to edit or delete destinations, and every time you tick the box a new entry is created even if an identical one exists. To keep it free of duplicates, tick the box only the first time; if a saved destination changed, save the new one under another name (e.g. “Pacific Downtown Store (new)”) and ask support to retire the old one.

Shipping addresses stored on the customer record don’t appear in this search; only the warehouse book does.
The Edit details form (Loading and Shipped) offers neither the book nor the save box.
The portal shipment notice captures the destination, but without the book.
API orders only carry the destination’s name, city and state.

Troubleshooting

City and state don’t fill in.

Check the country: the code is looked up in the chosen country. If the code is new or the service doesn’t answer, type them in.

I saved a destination and it isn’t in the book.

It was saved without line 1 (not saved), or you are in a different warehouse: the book is per warehouse.

The printed BOL has the old destination.

A generated BOL keeps the data from that moment. Click Regenerate in the documents panel.

A message says the selected country is invalid.

The country has to come from the list. Pick it again.

FAQ

Is the destination required?

No. But without it the BOL prints with no consignee, and in most operations the carrier will ask for it.

Can another customer see my saved destinations?

Customers don’t see the book: only warehouse staff use it when entering shipments. It is, however, shared across all the warehouse’s customers, so use names that make clear whose destination each one is.