When creating a Purchase Order in ApprovalMax, you can select delivery addresses synced from your Xero Organisation or Contacts.
ApprovalMax does not allow users to directly edit or delete delivery addresses within the app. Once a Purchase Order is approved in ApprovalMax, it is sent to Xero, where the finalised Purchase Order PDF is generated and then retrieved by ApprovalMax.
Delivery addresses come from two places in Xero. Both appear as Billing and Delivery in ApprovalMax:
Organisation settings — the Mailing Address and Physical Address set on the Xero Organisation (under Settings > Organisation details > Contact Information).
These addresses are available on every Purchase Order in ApprovalMax, regardless of supplier.
Contact Details—in Xero, each contact's address book is split into a Billing address and a Delivery address, each specific to that supplier.
To add a new delivery address:
After adding or updating an address for a Contact in Xero:
In ApprovalMax, go to Organisation settings and connection under Workflows and settings.
Click the double-arrow icon and select Sync now on the Contacts row, or select Sync all.
When creating a Purchase Order, scroll to the Delivery address section, click Search, then Search from contacts.
Select the supplier and the address (Delivery or Billing) in the pop-up, then click Use this address.
The address is added to the Purchase Order form and is ready to be submitted.
Please note: addresses added using "Add new address" on the Xero Purchase Order screen aren't supported due to a limitation in Xero's API and cannot be synced to ApprovalMax.
