Quoting a 3rd party buyer with a separate end user or ship to party

Written by Kailey Bladow

Last published at: May 4th, 2023

Create the quotation as normal from within the end user customer account, normally the location and company the CMM is physically located with.
 

Then modify the “Bill To” and “Payer” within the Parties Involved to be the 3rd Party Purchasing company.



This is especially critical when the 3rd party is using a credit card to assure the correct tax exemption status is applied.