Assigning Account ERP Information
Steps to Assign Account ERP Information
Note: ERP data must be assigned to an account in order to qualify that account as a shipping recipient option for ordered sample kits.
- Navigate to the Accounts tile on the Dashboard.
- Search the existing account that you wish to edit and select it.
- In the ERP Information tab on the Account Editor page, input the correct information into the designated fields.
Note: The ERP Ship-to-Number is a unique 10-digit numerical code assigned to the account.
- Select Save at the bottom of the page when you are complete.