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How to enable and select Line Level Ship-To locations in ProcureDesk?

This guide provides step-by-step instructions on how to enable and select a line-level ship-to location.

Updated yesterday

Prerequisites

Before you begin, ensure you have:

  • Admin role.

  • View and edit access to the Order module.

Step-by-Step Instructions

Enable Line-Level Ship-To Location

Step 1: Access the Admin Panel

  • Log in to ProcureDesk and navigate to the Admin section.

Step 2: Go to Configurations

  • Click on "General Settings" in the left-hand menu.

  • Select "Configurations."

Step 3: Open Company Settings

  • Click on "Company Settings"

Step 4: Modify Purchase Order Settings

  • Click on "Purchase Order."

Step 5: Enable Line-Level Ship-To Locations

  • Check the "Line-Level Ship-To Locations" option.

  • Save the changes.


Select Line-Level Ship-To Location

Step 1: Switch to the "Standard" Profile

  • Change your profile to the "Standard" user profile.

Step 2: Assign a Ship-To Location

  • While creating or editing a purchase order, select the "Ship-To" option for each line item.


FAQs & Troubleshooting

1. Can I enable line-level ship-to locations for specific users?

  • No, this setting applies to all users with the necessary permissions.

2. How do I confirm if the feature is enabled?

  • After saving the settings, try creating or editing a purchase order to check if the "Ship-To" option appears at the line-item level.

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