Drop Shipments

With the purchasing wizard, users have the option to drop ship items from their vendors directly to the customer without the need to receive into a warehouse. Products which are always drop shipped can utilize the Drop Ship Only item type or the user can toggle the line type on the sales orders to be D when the need arises for any product.

Once the sales order is created and saved, the drop ship PO(s) can be created from 3 different spots depending on need:

1. Purchasing menu
2. Sales List on left navigation bar
3. Enter Sales Order window

Initiating the Drop Ship PO can be done for a specific order or as a bulk action. The first two sections below cover how to get to the Drop Ship Wizard from the Sales List and the Enter Sales Order window. Once there, the steps are the same as if you’ve opened the wizard directly.

Creating Drop Ship Purchase Orders from Sales List

1. Select the Sales list.
2. Type the Order Number in the Search for box or find and select the order in question from the list.
3. + Create > Drop Ship PO
4. Drop Ship Wizard opens for processing D lines listed on order.

Drop Ship PO from Enter Sales Orders Window

1. Navigate to Sales > Enter Sales Orders.
2. Type the order number and press tab or search for and select from the look up.
3. Click Create Vendor PO(s) button or use Action menu > Create Vendor PO(s).
4. Drop Ship Wizard opens with the order details from the specific order.

Drop Ship Wizard

If opening from a specific order, each D line listed on the order will already be checked when the wizard opens. Skip to step 2 below to modify any details, if needed. Whenever the need occurs to create multiple drop ship PO’s at one time, users have the ability to do so by going directly to the Drop Ship Wizard. The wizard displays all order detail lines marked with a line type of D which do not have a purchase order created in the database. When finished, you’ll have one purchase order per vendor per sales order.

1. Navigate to the Purchasing menu > Drop Ship Wizard.
2. Click Edit.
3. Add any missing information to each line. The full field list is here, but the most common updates are done in the following:
   1. Vendor: This will default to the Preferred Vendor on the product. If no preferred vendor exists, users can choose from the vendors assigned to the item via the drop-down menu in the field. When no vendors assigned to the product, click the browse button to search for and select proper record.
   2. Vendor Product: Verify, select, or add a vendor product ID when necessary.
   3. Req Price: This is the requested purchase price. If the vendor has purchasing history or a set price, this will default to a specific price.
4. Select the orders needing to have a DS PO created or check the Select All box at the top.
5. Save selections and modifications to vendor info.
6. Click Create POs.
7. A message will appear with the total number of PO’s created. Click OK.