When you enter a Sales Order for Drop Ship products, the system creates the Drop Ship Purchase Order when the Sales Order is saved. This P/O can still be edited before it is sent to the vendor, so you can print it or send a message to your Purchasing Department for review.
Once you receive the vendor's invoice for the drop shipment, you can enter the invoice and bill the customer.
1.Starting from the main screen, select Sales > Order > Sales Order.
2.Click on the Detail tab. Enter part of the Product Number, Product Description, or Keyword and press Tab.
3.Enter the quantity to be shipped in the Quant Ordered field and press Tab.
4.Right-click on the product that will be drop shipped and select Procurement from the menu. You can also click on the item and then click the Procurement tab.
5.In the P/O Type field, select Drop Ship P/O. Verify the vendor in the Vendor field below. This defaults to the primary vendor for the product, if one is available. When ordering the product from a different vendor, erase the vendor and enter a new one.
Note: If a vendor does not appear in this field, search for a Vendor by name other data. A vendor must be entered before the Sales Order can be completed.
6.Return to the Line Items tab, to review the new information under the product. This should include the drop ship vendor's name.
7.Click the Save button to save the order.
8.Under the Final tab, you will see the drop ship Purchase Order that has been created in a window at the bottom of the screen. To review this Purchase Order, click on the Edit P/O button. To print the Purchase Order, click the Print P/O button. To fax or email the Purchase Order to the vendor, click the Send P/O button.
Note: The system will not create a Purchase Order for orders that are placed on Credit Hold. Once the order is released, you must re-open and re-save the order to create the P/O.
The customer's order will be invoiced when the vendor invoice is posted through Stock Receipts. For a review of this process, see the Entering a Vendor's Drop Ship Invoice page.