Setting Default Delivery Address for Vendor Orders in ServiceBox

Introduction

In ServiceBox, the default delivery address for Vendor Orders (VOs) is set to the jobsite address. This configuration aligns with the preferences of most companies, who prefer materials to be delivered directly to the jobsite. However, some customers may prefer to have the default delivery address set to their company's office or warehouse. This article explains the current setup and provides guidance on how to manually adjust the delivery address, as well as how to request a feature update to make this setting configurable.

Current Default Setting

When ServiceBox was programmed for Vendor Orders, the default setting was designed to have materials delivered to the jobsite address. This decision was based on feedback from most companies, who found it more efficient to have materials sent directly to the location where they are needed.

Manual Adjustment of Delivery Address

For customers who prefer to have materials delivered to their company's office or warehouse, it is currently necessary to manually adjust the delivery address for each Vendor Order. Here’s how to do it:

  1. Create a Vendor Order:

    • Navigate to the "New" menu on the top bar and click on "Vendor Order" 1 .
    • Fill in the necessary details such as Order Date, Location, Order Status, Assigned To, and Vendor.

  2. Set the Delivery Address:

    • By default, the system will set the jobsite address as the 'Ship To' address.
    • To change this, click on the dropdown menu in the 'Ship To' field and select your company's office or warehouse address 1 .

  3. Save the Vendor Order:

    • Once all details are filled in, click the "Save" button to finalize the Vendor Order 1 .

Training Recommendation

To streamline this process, it is advisable to train your team to manually select the company address from the dropdown menu when creating a Vendor Order. This ensures that materials are delivered to the desired location without any confusion.

Feature Request for Configurable Default Setting

Recognizing the need for flexibility, we have set this ticket as a Feature Request to allow the default delivery address on a Vendor Order to be configurable in the Settings. This feature would enable users to choose whether the default 'Ship To' address should be the jobsite or the company's office/warehouse.

Conclusion

While the current default setting for Vendor Orders in ServiceBox is to deliver materials to the jobsite, users can manually adjust the delivery address to their company's office or warehouse as needed. Training your team to make this adjustment will help ensure smooth operations. Additionally, we are working on a feature update to make this setting configurable, providing greater flexibility to meet the needs of all users.

For more detailed instructions on creating and managing Vendor Orders, please refer to the following articles: