How to Change an Installer's Setting to "Preferred" or "Excluded" The following steps will help you update an installer’s setting to “Preferred” or “Excluded” for a customer, including multiple Ship To locations
Navigate to Accounts Receivable > Customer Maintenance
Select an applicable Customer ID
Select Ship To Code Maintenance from the top of the screen
Select Installer Setup from the top of the screen
Select Installer from drop down and set to Preferred or Excluded as it applies
Please refer to the attached video for a more detailed description of this process
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