- This workaround allows the user to include shipping information in an order request.
There is no way to include shipping information on an order request. Shipping information can be added when creating a Purchase Order in Procurify. The following steps are a workaround for this functionality. To complete the following steps, the user must know the shipping information when submitting the order request.
Select the Request tab within the left sidebar, and select Order.
Select the yellow Request Order button.
Within the new page, select the appropriate Location, Department, and Date Required.
Add the item(s) to the Request.
- If the shipping costs are known, select +Add New Item and enter the information as a line item. Duplicate the steps for the shipping information as well. The Account Code and Vendor selection can be the same as the shipping cost items. Some organizations may create a specific Account Code for the shipping costs.
Ensure the appropriate Approver is selected.
Click Submit for Approval.
- Would you like to see this feature added to Procurify? Submit your feedback.