Manage Master Delivery Points

Overview

There are times when a customer needs all freight for several locations delivered to a single, centralized site. In these cases, users can create a Master Delivery Point relationship at the Bill To level of the Customer Hierarchy, which tells Optimiz to use one location as a physical delivery point while maintaining the actual consignee as the Ship To for the individual shipments. Users can assign shipments to loads that use the Master Delivery Point, even if the Ship To on the shipment is not present on the load itself.

Master Delivery Point relationships cannot be deleted after they are created. They can only be deactivated.

Process

To Add a Master Delivery Point:

  1. Open the Customer Hierarchy. See Access the Customer Hierarchy for details.
  2. Click the wrench at the Bill To level.
  3. Click Master Delivery Point.

  1. Click Add New Record.
  2. Search for and select the Ship To entity that requires a Master Delivery Point.
  3. Search for and select the Ship To entity that should be used as the Master Delivery Point.
  4. Select Active to make the relationship active or clear the checkbox to deactivate it.
  5. Click Update to save the Master Delivery Point relationship or Cancel to discard it.

To Modify an Existing Master Delivery Point:

  1. Open the Customer Hierarchy. See Access the Customer Hierarchy for details.
  2. Click the wrench at the Bill To level.
  3. Click Master Delivery Point.

  1. Click Edit on the row of the Master Delivery Point to be modified.

  1. Click Change to select a new Ship To point, if needed. Then search for and select the new Ship To.
  2. Click Change to select a new Master Delivery Point, if needed. Then search for and select the new Master Delivery Point.
  3. Select Active to make the relationship active or clear the checkbox to deactivate it.
  4. Click Update to save the Master Delivery Point relationship or Cancel to discard it.

Result

The Master Delivery Point relationship is created, and Optimiz will treat the new Master Delivery Point as the effective Ship To for all shipments created for the selected Ship To entity.