Managing multiple delivery and pickup addresses for purchase orders

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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

  1. 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."

  2. Select the Vendors tab
  3. Create a new vendor or edit an existing one
  4. Select Add address 
    AddAddress-Vendor.png
  5. Enter the address details and select Save changes

From a purchase order

  1. 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."

  2. Create a new order or edit an existing one
  3. Select the Address field and choose Add pickup/delivery address
    NewAddress-PO.png
  4. 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. 

PO-editor.png

Primary addresses cannot be archived. You must set a new primary address before you can archive it.

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