SUPPLIES INVENTORY

Autofill the supplies request delivery method

As new requests are submitted for approval or processing, the delivery method ensures that requested items get delivered to the intended recipient efficiently. If all the supplies in a request are going to the same recipient or location, select a default delivery method to speed up order completion.

Details

The default delivery method helps facilitate faster completion of supplies requests:

  • Use the default selection to pre-populate the delivery method for each new line item requested.

  • If you change the default delivery method at the header level, Sage Intacct only updates new lines and lines without a manual override of the delivery method.

  • You can manually change a specific line item's delivery method at any time.

Do I need a shipping method or a delivery method?

For each supply request you specify both a shipping method and a delivery method:

  • Shipping method: How an item travels from its originating location to a receiving location. For example, a ground or air courier service.

  • Delivery method: How an item gets to the recipient's final destination. For example, if an item is shipped to a warehouse, the recipient could request to have it hand-delivered to their upstairs office.

How it works

  1. Go to Purchasing > All > Supplies Inventory > Requisitions and select Add (circle) next to SYS-Supplies requisition.

  2. In the requisition header, select a Default delivery method.
    This selection will appear in the Delivery method field for each requested item.

    Default delivery method field on a Supplies requisition

    You can override the default delivery method for a specific line.

  3. Fill in the remaining request fields.

  4. Select Save.

Permissions and other requirements

Subscription

Inventory Control or Supplies Inventory

Purchasing

Regional availability

  • Canada

  • United States
User type

Business

Employee

Warehouse
Permissions

Inventory Control

  • Request supplies: Edit

  • Manage supplies: Edit

Purchasing

  • Purchasing transactions: List, View, Add, Edit
Restrictions Only a Business or Warehouse user with Manage supplies: Edit permission can edit a supplies purchase request in the supplies workbench.