Processing a Sales Order for a Drop Ship Item

Processing a Sales Order for a Drop Ship Item

Overview  

This video will show you how to process a sales order when the stock is being drop shipped by your supplier. A step by step guide can be found below the video.




Steps 

  1. In Edit mode, use the New button to add the drop ship item to the sales order.
  2. Complete the payment and save the sales order.
  3. Green select the drop ship item in the grid.
  4. Use the Actions menu to select Dropship BO/PO.
  5. Select the supplier to be used.
  6. In the pop up, select whether the items are to be delivered directly to the customer.
  7. In the next pop up, select whether the goods are to be automatically booked in immediately, so they can be assigned to the sales order.
  8. Edit the created purchase order if necessary.
  9. You can then print the purchase order and email it to your supplier.
  10. You can send a copy of the invoice or delivery note by clicking on the Actions button and opening the order in the Sales Invoice Manager.
  11. Move the order into Invoicing.
  12. Click on the Actions button and select Print Delivery Note. This can then be sent to the supplier to include in the package sent to the customer.

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