Prerequisites
Before you begin, ensure you have the following:
Admin role and view and edit access to the Order module.
Step-by-step instructions
Enable Line Level Ship-To Location
Step 1: Switch to "Admin" profile
Log in to ProcureDesk and switch to the "Admin" profile.
Step 2: Go to "Configurations"
Navigate to the "Configurations" section in the admin panel.
Step 3: Click on "Company Setting"
Step 4: Click on "Purchase Order"
Step 5: Check the "Line level ship to locations" field
Ensure the "Line level ship to locations" field is checked and save the changes.
Select Line Level Ship-To Location
Step 1: Switch to "Standard" profile
Change your profile back to the "Standard" user profile.
Step 2: Select "Ship To" on the line items
You can now select "Ship To" on the line items when creating or editing a purchase order.
FAQs and Troubleshooting
1. What if the "Line level ship to locations" option is not visible?
Ensure you are in the correct section under "Company Setting" and "Purchase Order". If it is still not visible, please review your access permissions or contact ProcureDesk support for assistance.
2. Can I enable line-level ship-to locations for specific users only?
No, this setting is generally applied across the platform. All users with the necessary permissions will be able to select line-level ship-to locations.
3. How do I verify that the line-level ship-to location has been successfully enabled?
After saving the settings, try creating or editing a purchase order to check if the "Ship To" option is available at the line item level.