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How to enable "Shipping and Tax" on Requests in ProcureDesk?
How to enable "Shipping and Tax" on Requests in ProcureDesk?

This guide provides step-by-step instructions on how to enable "Shipping and Tax" setting for requests in ProcureDesk.

Updated over 4 months ago

Prerequisites:

Before you begin, ensure you have the following:

  • Admin role and access to the Request module.

Step-by-step instructions:

Step 1: Access Admin Panel

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

Step 2: Navigate to Configurations:

  • Click on "Configurations" in the Admin panel.

Step 3: Open Company Settings:

  • Select "Company Setting".

Step 4: Navigate to Requests & Quotes:

  • Click on "Request & Quote" within the company settings.

Step 5: Enable Shipping and Taxes:

  • Locate the "Enable shipping and taxes for Request" field.

  • Check the box to enable this option and save.

FAQs and Troubleshooting:

  1. What should I do if I can't find the "Request & Quote" settings?

  • Ensure you are logged in as an administrator and have access to company settings in ProcureDesk. If you still cannot find it, verify your permissions or contact your ProcureDesk administrator.

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