Prerequisites
Before you begin, ensure you have:
Admin access on ProcureDesk.
Step-by-Step Instructions
1. Admin Console
Navigate to the Admin Console
2. Go to Locations
Click on the Locations menu.
3. Click on "Add Location" or Edit an existing one
Locate and select the "Drop Ship" checkbox. This action will enable the field necessary to add the customer’s company name.
4. Add the Company Name
Enter the customer’s company name in the newly available field.
5. Save the Changes
Ensure all information is correct, then save the changes to update the PO PDF.
FAQs and Troubleshooting
What if I can’t find the Drop Ship button?
Ensure you have the necessary permissions to edit the address fields. If the problem persists, contact your system administrator.
Why does the company name not appear in the final document?
Double-check that you have saved the changes correctly. If the issue continues, try re-opening and editing the document again.
Can I revert the changes if I made a mistake?
Yes, you can re-edit the location following the same steps and correct any mistakes before saving.