In this article, you will learn how to manage multiple delivery and pickup addresses for purchase orders in Workiz.
Purchase orders is a tool available in the Feature Center designed to help you manage your purchase order lifecycles. From creating a purchase order with items that are relevant to specific jobs, sending the purchase order to a vendor, and tracking the delivery status, Workiz makes it easy to monitor and manage your purchase orders.
When creating a new vendor or purchase order, you'll need to specify where the order is going to be picked up or delivered.
Adding multiple addresses for POs
From a vendor profile
- From the sidebar menu, select Purchase orders
Not seeing this option in your sidebar menu? You can easily pin this tab by opening up the purchase orders page from the Feature Center and selecting "Pin to menu."
- Select the Vendors tab
- Create a new vendor or edit an existing one
- Select Add address
- Enter the address details and select Save changes
From a purchase order
- From the sidebar menu, select Purchase orders
Not seeing this option in your sidebar menu? You can easily pin this tab by opening up the Purchase Orders page from the Feature Center and selecting "Pin to menu."
- Create a new order or edit an existing one
- Select the Address field and choose Add pickup/delivery address
- Enter the address details and select Save
Managing PO addresses
Purchase order addresses can be managed from both the vendor and purchase order level, allowing you to quickly edit primary addresses, archive unwanted addresses, and more.
Primary addresses cannot be archived. You must set a new primary address before you can archive it.