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How to Define and Choose the Address in Purchase Order

Ensure all team members have the necessary information when submitting Purchase Orders.

Marjorie Galit avatar
Written by Marjorie Galit
Updated over 3 weeks ago

Dashboard > Select a Project > Settings > Modules > Purchase Orders


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to set the address in your Purchase Orders, users will need Manage permissions for Projects or Projects (assigned)


In SiteMax, you have the ability to define and choose which address will be displayed in your project's Purchase Orders. This can be a helpful feature for ensuring that all team members have the correct address information and can access it easily.

1. Access the Project Settings and Purchase Order Module

Go to the Project Settings area and go to the Modules header. From there, choose the purchase order.

2. Define the Available Addresses

Under the "Purchase Order" settings, you will see sections where you can select Billing and Shipping information and a Shipping Address. Here, you can define which addresses are available for your team to select. To do this, simply check the box for the options you want to give. If you have an alternative address that you want to provide, make sure to enter the address information in the appropriate fields.
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3. Save the Changes

Once you have defined the available addresses and entered any necessary address information, click on the "Save" button to save your changes.

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