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Drop Shipments

You can create drop shipments in our ERP solution to provide items by direct delivery. With drop shipments, the items are sent directly from the vendor to the customer, bypassing any warehouse activity. This chapter describes how to work with drop shipments and is divided into the following sections:

Creating Drop Shipments via Sales Orders

To create a purchase order as a drop shipment via a sales order, proceed as follows:

Note

To create drop shipments, you need a Purchasing Code that is marked as drop shipment. To do this, you must select the checkbox in the Drop Shipment column of the desired purchasing code on the Purchasing Codes page.

  • Use the quick search (ALT+Q) to find the Sales Orders page.
  • Open the sales order for which you want to create a drop shipment.
  • Navigate to the Lines FastTab.
  • Enter a purchasing code that is marked as drop shipment into the Purchasing Code field in the relevant line.
  • Then, click Actions > Functions > Create Purchase Documents > Create Drop Shipment Purchase Order(s) in the menu bar of the sales order.
  • Confirm the dialog window with Yes to create the purchase order.
  • The purchase order is displayed. In the Lines FastTab, the Sales Order No. field should display the number of the linked sales order and the Drop Shipment checkbox should be selected. In the Shipping and Payment FastTab, the Ship To field should have the Customer Address option selected.

You have successfully created a purchase order as drop shipment via a sales order and can now can now further process it as usual. More information on purchase orders can be found here.

Creating Drop Shipments via Service Orders

To create a purchase order as a drop shipment via a service order, proceed as follows:

Note

To create drop shipments, you need a Purchasing Code that is marked as drop shipment. To do this, you must select the checkbox in the Drop Shipment column of the desired purchasing code on the Purchasing Codes page.

  • Use the quick search (ALT+Q) to find the Service Orders page.
  • Open the service order for which you want to create a drop shipment.
  • Navigate to the Lines FastTab.
  • In the menu bar of this FastTab, click Line > Worksheet.
  • Navigate to the Lines FastTab of the worksheet.
  • Enter a purchasing code for the relevant line in the Purchasing Code field. The purchasing code has to be marked as drop shipment.
  • Then, click Actions > Functions > Create Purchase Documents > Create Drop Shipment Purchase Order(s) in the menu bar of the worksheet.
  • Confirm the dialog window with Yes to create the purchase order.
  • The purchase order is displayed. In the Lines FastTab, the Sales Order No. field should display the number of the linked sales order and the Drop Shipment checkbox should be selected. In the Shipping and Payment FastTab, the Ship To field should have the Customer Address option selected.

You have successfully created a purchase order as drop shipment via a service order and can now can now further process it as usual. More information on purchase orders can be found here.