How to Route Purchase Orders to a Receiver

Routing a purchase order to a receiver is straightforward once the account is set up, and getting the details right the first time is what keeps a project organized from the dock forward. Here is the practical mechanics.

Ship to the warehouse, not the client

On every purchase order for the project, set the ship-to address to the receiving warehouse rather than the job site or the client’s home. Vendors deliver to the dock, where shipments get a proper receiving process instead of a curbside drop.

Put your sidemark on everything

The sidemark is what ties a shipment to your project. Include it on the purchase order and in the ship-to instructions so it prints on the packing list and the carton labels. When the sidemark is on the box, the crew can tag and stage a piece at receipt, with no guesswork. A consistent sidemark across every vendor is the single biggest thing you can do to keep a project clean.

Include the details the receiver needs

• Sidemark for the project and, where useful, the room.
• Client and delivery details so the receiver can schedule the install when the project is ready.
• Any special handling notes for oversized, fragile, or crated pieces.

What happens next

Once your POs are routed, the receiver takes over: shipments arrive, get inspected and photographed, tagged to your sidemark, and staged with the rest of the project. You get a prompt arrival notification as each piece lands, and the project waits safely until it is ready to install.

Setting it up once

The work is front-loaded. Confirm the warehouse ship-to address and your sidemark convention when you open the account, apply them consistently, and routing becomes automatic. Trade Receiving confirms both up front so your first project routes cleanly from the first purchase order.