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How to enable "Add Ship to" location for Requests?
How to enable "Add Ship to" location for Requests?

Do you want your users to add new "Ship to" locations on their own on the requests? Enable the "Add Ship to" setting for it.

Updated over 6 months ago

Prerequisites

Before you begin, ensure you have the following:

  • Admin role on ProcureDesk.

Step-by-Step Instructions

Step 1: Go to "Admin"

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

Step 2: Click on "Configurations"

  • In the Admin section, locate and click on "Configurations".

Step 3: Click on "Company Setting"

  • Within the Configurations menu, find and select "Company Setting".

Step 4: Click on "Request & Quote"

  • Under Company Setting, locate and click on "Request & Quote".

Step 5: Check the "Add Ship to" settings

  • Find the option labeled "Add Ship to" settings and ensure it is checked.

Step 6: Click on the "Save" button

  • Save your changes by clicking on the "Save" button.

FAQs and Troubleshooting

1. What should I do if I can't find the "Add Ship to" settings option?

  • Ensure that you have navigated to the correct menu within Company Setting. If you still can't find it, check your access permissions or contact the support team for assistance.

2. How can I confirm that the "Ship to" location has been successfully enabled?

  • Switch back to the standard section and create a request. Under the "Ship To" field, users will get the +Add new option to add a new location directly on the request.

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