In this video, we walk you through how to set a default ship to location for vendors in our system. We show how to add a default location both directly with the vendor and in the purchase order settings. It's important to note that if there are conflicting default locations, the vendor's settings will take precedence.
Setting Default Ship To Location for Purchase Orders
Key Steps
Access Vendor List 0:00
Navigate to the vendor list in your system.
Select the vendor for which you want to set a default ship to location.
2. Edit Vendor Details 0:10
Click on the vendor's name to view their details.
Select the option to edit the vendor information.
3. Set Default Ship To Location for Vendor 0:26
Locate the 'Default Ship To Location' field.
Choose the desired location (e.g., Sewell Store) from the dropdown menu.
Click 'Save' to apply the changes.
4. Access Purchase Order Settings 0:38
Go to the Purchase Orders section in your system.
Navigate to 'Purchase Order Settings' under the General tab.
5. Set Default Ship To Location in Purchase Order Settings 0:38
Find the 'Default Ship To Location' option.
Select a ship to location from the dropdown menu.
Click 'Save PO Settings' to confirm.
6. Understand Default Location Priority 1:07
Note that if both vendor and purchase order settings have default locations, the vendor's setting will take precedence.
7. Manual Selection of Ship To Location 1:16
If no default ship to location is set for either the vendor or purchase order settings, you will need to manually select the shipping location for each order.
Cautionary Notes
Ensure that the correct default ship to location is set for each vendor to avoid shipping errors.
Regularly review vendor settings to ensure they are up to date.
Tips for Efficiency
Set default ship to locations for all frequently used vendors to save time during order processing.
Regularly update purchase order settings to reflect any changes in shipping locations.