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I'm actually part of a bigger team at Ascent Business Solutions where we have support technicians and project consultants. Support is for smaller technical fixes but this can include developments, reports or integrations; depending on the size of the task. Projects are for more time-consuming developments such as revamps of the Zoho Suite of apps or on-site training. The advantage of a team is that if I am out-of-office for a day or so, there is always someone at Ascent Business Solutions who can deal with any queries/issues you may have.

Our support rates can be found and purchased at http://ascentbusiness.co.uk/zoho-support-2. A support bundle doesn't have an expiry date. So whether we can do what you want within the bundle and a year later need further support, if there are minutes left on the bundle then there is no additional charge.

Our project rates for bigger developments can be found at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices and will involve a dedicated project consultant along with developers who will hold your hand through the development process.

If you want help building a solution for one of the Zoho Apps in the Zoho Suite, contact us on 0121 293 8140 (UK) or by email at info@ascentbusiness.co.uk. You can also visit our website at http://ascentbusiness.co.uk.

I regularly build and specialize in 2-way API integrations for Xero, Shopify and eBay.

Zoho Books: Display Sales Order Shipping Address on Package Slip

What?
I probably won't forget this but just in case I do, this is an article to explain how I got the shipping address from a sales order in Zoho Books into the template of the Package Slips.

Why?
It took me a while of playing about with the placeholder reference fields in the template before Zoho advised on a 'hidden' away setting which was key to changing what these display.

What I had:
copyraw
${CONTACT.CONTACT_DISPLAYNAME}
${CONTACT.CONTACT_ADDRESS}
${CONTACT.CONTACT_CITY}
${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE}
${CONTACT.CONTACT_COUNTRY}
  1.  ${CONTACT.CONTACT_DISPLAYNAME} 
  2.  ${CONTACT.CONTACT_ADDRESS} 
  3.  ${CONTACT.CONTACT_CITY} 
  4.  ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE} 
  5.  ${CONTACT.CONTACT_COUNTRY} 
and in my Sales Order:
copyraw
BILLING ADDRESS          SHIPPING ADDRESS
-------------------      -------------------
Test Company             Joels PO Box
1 Test Street            1 Different Street
Test City                Another City
Test State Test Zip      Another State Another PostCode
Test Country             A different Country
  1.  BILLING ADDRESS          SHIPPING ADDRESS 
  2.  -------------------      ------------------- 
  3.  Test Company             Joels PO Box 
  4.  1 Test Street            1 Different Street 
  5.  Test City                Another City 
  6.  Test State Test Zip      Another State Another PostCode 
  7.  Test Country             A different Country 
But the packing slip would display the Ship to address as the same as the billing address... Or more specifically, the primary contact, company, address and phone from the customer record and not from the sales order change.

How?
The key is a setting you need to change by going to Settings > Preferences > Packing Slip Settings > and Enable "Delivery To":
Zoho Books - Settings Preferences Packing Slip Settings Delivery To

Then change the Shipping Address Format either under "Customers and Vendors" (although this applies to all templates) or under the specific template.

I wanted to do this for just the Package/Packing Slip, so:
  1. Go to Settings > Templates > Package Slips
  2. Edit the template you want to change this on
  3. In the left button menu, click on Header
  4. Scroll down and click on Shipping Address Format (Custom)
  5. Enter the following placeholders:
    copyraw
    ${CONTACT.CONTACT_ATTENTION}
    ${CONTACT.CONTACT_ADDRESS}
    ${CONTACT.CONTACT_CITY}
    ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE}
    ${CONTACT.CONTACT_COUNTRY}
    ${CONTACT.CONTACT_ADDRESS_PHONE}
    1.  ${CONTACT.CONTACT_ATTENTION} 
    2.  ${CONTACT.CONTACT_ADDRESS} 
    3.  ${CONTACT.CONTACT_CITY} 
    4.  ${CONTACT.CONTACT_CODE} ${CONTACT.CONTACT_STATE} 
    5.  ${CONTACT.CONTACT_COUNTRY} 
    6.  ${CONTACT.CONTACT_ADDRESS_PHONE} 
  6. Done

Source(s):
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Category: Zoho :: Article: 775

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