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How to create a New Ship-to Location on the Purchase Order?

This guide explains how to add a new location in ProcureDesk

Updated over a week ago

Prerequisites

  • Admin access to ProcureDesk.

Step-by-Step Instructions

1. Enabling the "Add Location" Function

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

  • Click on "General Settings" in the left corner.

  • Select "Configurations."

  • Navigate to "Manage Privileges" and edit the privilege that allows users to create new ship-to locations on a Purchase Order (PO).

  • Under the "Orders" section, check the option for "Add Location" and save your changes.

2. Adding a New Location from a Purchase Order

  • Open the desired purchase order.

  • Click on the "+ Add New" button after clicking on the Ship To field.

  • A pop-up window will appear where you can enter the new location details.

  • Click "Create Location" to save the new address.

3. Managing Locations in Admin Settings

  • Go to Admin Settings and click on "Reference Data" in the left corner.

  • Select "Locations."

  • All configured locations will be automatically visible to users.


FAQs

  1. Can I edit a location after adding it?

    • Yes, locations can be modified in the Locations section in the Admin Settings.

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