Objective
How to order material first to be shipped to a warehouse and then delivered to the job site on a later date.
Background
There may be times when you want to acquire the material needed for a job but then hold off on shipping it to the job site until a later date (and store it in a warehouse in the meantime). This article will show you how you can order material to be shipped to a warehouse first, and then confirm that it has been delivered on site (at the project) from there.
Things to Consider
‘Can Approve Order’ permission required to create PO with Warehouse as Delivery Address.
‘Warehouse Admin’ permission required to Confirm Delivery to Warehouse.
‘View and Request’ permission required to confirm ‘stock is on site’
Can be done from StructShare Website or Mobile App
Steps:
Create PO with Warehouse as ‘Delivery Address’
Confirm Delivery
Confirm Stock On Site
Create PO with Warehouse as ‘Delivery Address’
You will first select the Project that this material ultimately needs to end up at.
Select a Supplier who will provide the material.
Create Your List of Material.
Before Placing the Order, make sure to select the Delivery Address and change it from ‘Ship to Job Site’ to one of your available Warehouses.
Place Order.
Confirm Delivery
A Warehouse Admin will need to view this PO once the material has been successfully delivered to the Warehouse and then click the button to ‘Confirm stock on WH’.
Your full or partial delivery will be determined by the quantities entered when confirming delivery.
You can leave a note and also sign for this (along with attaching any photos of the material if needed).
Confirm Stock On Site
Once the material has been delivered to the actual jobsite of the project another user who is at the jobsite can view this PO and now select ‘Confirm stock on site’.
You can also leave a note or attach any necessary photos before confirming stock on site as well.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716