How to add a delivery address in Purchase Orders
Delivery addresses are taken from the Xero Organisation's settings, or can be created from Xero Purchase Orders and synced to ApprovalMax.
Here is how to create an additional delivery address:
- Open the Xero Purchase Order creation form and click on Delivery Address > Add new address
- Fill in the required fields.
Please note: you may not save the Purchase Order itself.
- Sync the Organisation data to ApprovalMax:
Now, you'll be able to select this address in ApprovalMax, in the PURCHASE ORDER DELIVERY ADDRESS section
Why do phone numbers and delivery instructions not sync from Xero to ApprovalMax?
Although you can add in Xero phone numbers and delivery instructions as contact delivery details, these fields won't be synced to ApprovalMax due to Xero API limitations. If you need to specify phone numbers and delivery instructions, you have to do ...
How does the approval of Xero Purchase Orders work?
ApprovalMax enables the setup of multi-step approval workflows for Purchase Orders. There are two ways to create Purchase Orders: directly in ApprovalMax or in Xero. This is how the approval of Purchase Orders created directly in ApprovalMax works: ...
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
Sending approved Purchase Orders to suppliers
If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
How can I restrict the Requesters of Purchase Orders?
ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to ...