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Send shipment from vendors to technician’s address using Line Items on POsLast updated on 10/28/2022

Ship purchase order (PO) items directly from a vendor to a technician’s home by selecting the technician’s address as the Ship To Address on the PO. This eliminates the need for technicians to go to the warehouse or office to pick up a shipment for a job or replenishment.

Send a shipment using Line Items on POs

  1. Go to the navigation bar and click Invoice.

  2. On the side menu, click Purchase Ordering.

  3. Click the Pending PO’s tab.

  4. Click the PO for the items you want to ship directly to a technician's addreThe Purchase order details fly-out opens.

  5. Click Edit PO Items.

  6. Under Ship to Address, select Technician Address. Note: The technicians listed in the PO line item have their addresses listed. If there are no technicians or more than two technicians listed in line item PO, then you can’t select a technician’s address for shipment. To update a technician’s address, see Add or edit employee or technician profiles.

  7. When you’re done, click Save.

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.