Introduction 

In many sales scenarios, different products within the same quote may need to be delivered to different customer locations.

The Ship To Assignment feature in StrataVAR PqW allows you to:

• Assign delivery locations at the Box level
• Control shipping per major product grouping
• Automatically propagate delivery addresses to related items
• Ensure accurate logistics and documentation

This article explains how Ship To Assignment works, including propagation logic and behavior differences between Standard and Maintenance Quotes.

What Is Ship To Assignment and When It Is Required?

Ship To Assignment is required when:

• A single customer has multiple branch locations
• Different products must be shipped to different sites
• Hardware and services need delivery at separate addresses
• Project-based deployments require location-level distribution

Ship To Assignment allows you to define the delivery location (Account Site) for each Box in a Quote.

The delivery locations available in the dropdown are pulled from:

Account → Account Sites (Delivery Locations)

If required delivery locations are not available, they must be created on the Account record using standard Salesforce methods.

Where Ship To Assignment Is Performed

Navigate to:

Quote → Dropdown Arrow → Ship To Assignment

This opens the Ship To Assignment Grid.

Understanding Shipping Assignment Window

Before assigning Ship To, it is important to understand how quote items are displayed.

In the Ship To Assignment window:

• Items are displayed in grouped structure (Boxes).
• Each group represents a logical product structure.
• The first item in a group is typically the Major Item.
• Subsequent rows are Minor Items.
• The grid shows fields such as: BoM Line Number, Name, Part Number, Description, List Price, Quantity, Total List Price, Item Type, Assigned Ship To, Site Address Fields etc

Each selected record is updated explicitly through the Ship To edit window.

How Ship To Assignment Works (Standard Quote)

When you open the Ship To Assignment Grid in a Standard Quote:

• Only Major Items (Boxes) are displayed
• Minor Items are not shown individually
• Assigning a Ship To value to a Major Item automatically propagates to all Minor Items within that Box

This ensures all related items are delivered to the same location unless structured separately.

Steps of Assigning a Ship To Address

Step 1: Open Ship To Assignment Window

• Navigate to: Quote → Dropdown Arrow → Ship To Assignment

• The Ship To Assignment window opens.

Step 2: Identify Items to Update

Use any of the following methods:

• Scroll and review row by row
• Use filters on individual fields like Description, Part Number, or Item Type etc.

• Enable “Show only un-assigned records”

You can Select either: 

• A full Box (Major Item checkbox), or
• A single individual item

Step 3: Edit Ship To Field

After selecting the required row(s):

• Double-click the selected row.
• The Edit Field ‘Assigned ShipTo’ popup window opens.
• In the dropdown, select the required Ship To location.

• Click on “Update” button to proceed.

• The row will be highlighted to indicate the change.

Step 4: Save the Changes

After updating:

• Click Save at the top of the Ship To Assignment window.

• A confirmation message appears (e.g., “1 record has been updated”).

• The following fields auto-populate based on the selected Ship To:
  • Site Address
  • Site City
  • Site Country

These values are derived from the Ship To location master data.

How Account Sites Are Created

Ship To values come from the Account record. To create a new delivery location:

• Navigate to the Account
• Open the Related tab
• Locate Account Sites
• Create a new Account Site record and save

After refreshing the Ship To Assignment Grid, the new location will appear in the dropdown.

When to Use Ship To Assignment

Use Ship To Assignment when:

• A quote includes multiple delivery locations
• Hardware and services ship to different sites
• Projects involve phased deployments
• Customer has multiple operational locations

Conclusion

Ship To Assignment in StrataVAR PqW allows precise control over delivery locations at the quote line level.

Key Takeaways:

• Accessed from Quote Action Menu
• Supports group-level and single-item assignment
• Uses filters for efficient selection
• Ship To edited through popup window
• Address details auto-populate
• Manual Save required to commit changes

Proper Ship To Assignment ensures accurate logistics handling, correct site delivery, and smooth downstream order processing.