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
Can I edit a location after adding it?
Yes, locations can be modified in the Locations section in the Admin Settings.