To direct orders to the correct email location, create depots by following the steps below:
β
For example, if you have a dispatch warehouse in Manchester and want all Manchester orders to go to this location, you can set up a depot.
β οΈ Important: If a customer is not linked to a depot in the system the orders and credits will default to the order and credit email address details in the company settings on the supplier's account.
Create a new depot
In Procure Wizard, click Administration.
Click Manage Depots, then click Create New Depot.
Fill in the General Settings section:
Title: Your company name.
Alias: The customer's name or the area the depot covers.
Select Is Active.
If required, complete the Administration Details.
In Order Settings, select Send Orders by Email or FTP.
This is if you have an existing EDI connection with Procure Wizard.
In New Order Email and New Order Email With Attachment, add an email address.
You can add multiple email addresses, one per line.
Enter credit details.
You can add multiple email addresses.
Select Create.
You can now select the depot you've just created and follow the steps below to attach purchasers.
Attach purchasers
On the required depot, click Edit.
Click the Purchasers tab.
From the Purchaser list, select the required purchaser.
From the Site list, select the required site.
Click Assign Purchaser.
Repeat this for each site you want to link to the depot.
πNote: A site cannot be linked to 2 depots, if you are moving a site from another depot it will need to be detached first and then linked to the new one.
Edit a depot
In Procure Wizard, click Administration.
Click Manage Depots.
On the depot to update, click Edit.
Update the details as required.
Click Update.
