The Drop Ship Wizard will present open sales orders for Buy To Order items and/or Drop Ship sites for which you can create directly linked Drop Ship Orders. Some customers may also wish to use this wizard coming in from Open Sales Orders to create special one-off POs that are not necessarily drop ship that they'd like to keep separate from regular stocking PO quantities in Place Orders.
Getting Started
To get started with the Drop Ship Wizard depends on which screen you are accessing the wizard from
Place Orders: Once in Step 2 of Place Orders, go up to the Edit button in the top right of the screen and select Drop Ship Wizard
Open Sales Orders: Highlight the order line or lines that you'd like to bring into the order wizard. To select multiple lines, you can hold the CTRL button and select multiple or click one and hold SHIFT to select a group. Once the selected lines are highlighted, right click and select Drop Ship Wizard...
Step 1: Choose & Edit Lines
Using the checkboxes, select the sales order lines for which you want to create drop ship PO's.
The "# Linked Orders" column shows if there are already supply orders linked to these open sales orders. If there is at least one, then you likely do not need to place another drop ship order for that line.
Editing
A few of the columns are editable, similar to the Place Orders screen:
- Planned Receipt Date - This is calculated from the item's Demand Date
- Quantity - Quantity to go on the PO.
- Internal Line Comment - Line-level comments kept internal to your ERP
- External Line Comment - Line level comments to be printed on the PO
Options
Show Buy To Order Items Only: This checkbox will filter the list down to only those that have a Buy-To-Order order policy, e.g. the type you don't wish to stock under normal circumstances.
PO Assignment Rule:
- By Order Number- This will group lines with the same sales order number and primary supplier into the same PO if there are multiple lines
- By Individual Line- This will create a separate PO for each line selected in Step 1 if there are multiple lines
Special PO Prefix: Use this if you want to put a special prefix on all drop ship purchase orders. All PO numbers generated from this wizard will use the supplied prefix. If you do not have a special prefix, leave this empty, and your standard prefixes will be used
Requested Order Status: Allows you to set if the order will go into "Review" status first, or straight to approval.
Step 2: Review Order
This Step is similar to Step 5 in Place Orders of creating a normal supply order.
In this step, you have a chance to review the order lines and summary from Step 1 before hitting Place Order. You can add internal and external notes here, as well as select any ship method and payment terms information loaded in from your ERP.
When you hit Place Order, the drop ship or special order you just created will be processed the same as an order in Place Orders, whether that be sent directly to the ERP, processed by a scheduled task, or sent in some other format.