Prerequisites:
Before you begin, ensure you have the following:
Admin role on ProcureDesk and access to view, edit, and create Purchase Requests.
Steps:
Step 1: Go to "Admin"
Log in to ProcureDesk and navigate to the "Admin" section.
Step 2: Click on "Configurations"
In the Admin section, locate General Settings on the left menu and click on "Configurations".
Step 3: Click on "Company Setting"
Within the Configurations menu, find and select "Company Setting".
Step 4: Click on "Request & Quote"
Under Company Setting, locate and click on "Request & Quote".
Step 5: Check the "Enable shipping and taxes for Request" settings
Find the option labeled "Enable shipping and taxes for Request" settings and ensure it is checked.
Step 6: Click on the "Save" button
Save your changes by clicking on the "Save" button.
This will enable the two fields, Shipping and Tax, on the request form.
FAQs and Troubleshooting
1. What should I do if I can't find the "Enable shipping and taxes for Request" settings option?
Ensure that you have navigated to the correct menu within Company Settings. If you still can't find it, check your access permissions or contact the support team for assistance.