Prerequisites
Admin access to enable and manage configurations in ProcureDesk.
Step-by-Step Instructions
Step 1: Enabling the Shipment Type Field
Go to Configurations > Company Settings > Purchase Order.
Enable the "Shipment type" field in the purchase order settings.
Step 2: Managing Values in the Ship Type Dropdown
Go to Configurations -> Delivery Type.
Click on the Add Delivery Type button or edit to update an existing option.
Enter Details:
Code: Enter a unique code for the delivery type.
Name: Enter the name that will be displayed in the drop-down menu.
Save Delivery Type:
Click Create Delivery Type to save the new delivery type.
Step 3: Specifying Shipment Method on a PO
Open or create a new Purchase Order.
You will see the following drop-down field in the Additional Information section.
Select the appropriate shipment method from the drop-down list.
FAQs and Troubleshooting
Can I edit or delete an existing delivery type?
Yes, navigate to Admin > Configurations > Delivery Type, find the delivery type you want to edit, and make the necessary changes.
If the option is already used on existing POs you cannot delete the shipment type option.