Objective
How to utilize the ‘Ship To’ field during Order Creation.
Background
StructShare gives you the power to ship orders to various locations based on your internal process. You can set a default ‘Ship To’ in system settings, add a ‘Custom Address’ in the checkout screen, and make changes to the ‘Ship To’ on Material Orders’ when needed prior to confirming delivery to ensure the material you are ordering arrives at the correct location.
Things to Consider
Setting a Default Shipping Address in ‘System Settings’ will show you the available ‘Warehouse’ locations based on what has been added in the ‘Warehouses’ screen.
If you ship inventory to a Warehouse prior to the jobsite, this will add the line items and associated quantities to the Warehouse as “Inventory” that is allocated to the Project.
This option is only available for the following order types:
Material Order’
External Order
Steps:
‘Ship to’ a Warehouse
Ship to a ‘Custom Address’
Setting a ‘Default Delivery Address’
Ship to ‘Warehouse’
Select the ‘Create Order’ dropdown
Choose ’Material Order’ or ‘External Order’
Select the ‘Project’ that you are requesting or ordering to
If you have the permissions to select a Supplier, select a Supplier
Create your list
Select ‘Continue’ to the checkout screen
Select a Warehouse as your ‘Ship To’ in the dropdown (the ‘Ship To’ Address will be reflected on the PO PDF)
Add any additional order details
Select ‘Request Approval’ or ‘Place (or Save) Order’ based on your permission level and the order type selected
When the Material PO arrives at the selected ‘Warehouse’, confirm the delivered quantities. The items will be added to your Warehouse’ as ‘Inventory’ that will be allocated to the associated Project/PO
When the Material PO is ready to go to the jobsite, your team in the field can confirm the delivered quantities on site
Ship to ‘Custom Address’
Select the ‘Create Order’ dropdown
Choose ’Material Order’ or ‘External Order’
Select the ‘Project’ that you are requesting or ordering to
If you have the permissions to select a Supplier, select a Supplier
Create your list
Select ‘Continue’ to the checkout screen
Select the ‘Custom Address’ in the ‘Ship To’ dropdown (the ‘Ship To’ Address will be reflected on the PO PDF)
Add your ‘Delivery Address'
Add any additional order details
Select ‘Request Approval’ or ‘Place (or Save) Order’ based on your permission level and the order type selected
When the Material PO arrives at the selected ‘Custom Address’, confirm delivery of received quantities.
The ‘Custom Address’ will not have 2 delivery locations and the items will not be added to a ‘Warehouse’ as inventory.
Setting a ‘Default Delivery Address’
Click on ‘Settings’
Select ‘System Settings’
Select the Warehouse location for your ‘Default Delivery Address’
Save Changes
This will ensure that all Material Orders created will automatically default through the selected Warehouse. You can still adjust this in the checkout screen during order creation if you will not be shipping a specific order through a Warehouse location.
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:
929.567.3474