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.