Drop shipping is a method where your Supplier delivers a Sales Order directly to the Customer, on your behalf. This means you will not physically receive the goods during the delivery process, but you have facilitated the sale and purchase transactions for each party. You can use the following process to manage the drop ship orders in Unleashed.
Managing Drop Ship Orders
The best way to manage Drop Ship orders is to:
Create a Sales Order for the customer, assigned to a "Drop Ship" warehouse.
Create a Purchase Order from the Sales Order, to easily track and navigate between the transactions.
Receipt the Purchase Order into the "Drop Ship" warehouse, and complete it.
Complete the Sales Order, using the receipted stock to fulfil the Sales Order's Shipments.
🤓 Tip: Due to the nature of drop ship products never being on hand, the Sales Order should be completed as soon as the Purchase Order is received and completed.
Create a "Drop Ship" Warehouse
To create a Warehouse specifically for Drop Ship orders:
From the main menu, go to Settings > System > Warehouses.
Select Add Warehouse.
Provide a Warehouse Code and Name to identify the new warehouse as the drop shipping warehouse.
Click Save.
Create a "Drop Ship" Sales Order
To create a "Drop Ship" Sales Order:
From the main menu, go to Sales > Orders > Add Sales Order.
Use the Customer Code or Customer Name fields to search and select the customer you are creating the "Drop Ship" Sales Order for.
A Sales Order will be created in Parked status. Use the Order Warehouse drop-down menu to select the "Drop Ship" warehouse.
Fill in the remaining details of the Sales Order, including products, quantities, prices, and additional details.
Create a Purchase Order from the Sales Order
To create a Purchase Order from the "Drop Ship" Sales Order:
Open the Sales Order.
Select the Order drop-down icon, and select Create Purchase.
In the Create Purchase Window, confirm or enter the Supplier and Purchase Qty of each line of the Sales Order.
Select Create Purchase.
A Purchase Order will be created, for each supplier listed, in a Parked status.
In the Purchase Order, click on the magnifying glass icon next to the Delivery Address field.
Search and select the customer's delivery address.
Update the Purchase Order to Placed status.
After the Purchase Orders have been created, a hand-truck dolly icon will be displayed in the Quantity field, on each line of the Sales Order. Hover over the icon to see the Purchase Order. Similarly, in each Purchase Order, the Sales Order it was created from will be displayed in the Sales Order No. field.
Complete a Drop Ship Order
After each supplier has delivered the purchased stock to your customer, you can complete your Purchase Order, to then complete the Sales Order:
Open the Purchase Order.
Click on Receipt.
Confirm the quantities that were delivered to your customer in each product's Receipt Quantity field.
Select Receipt if further costs are to be added to the Purchase Order, or click Complete.
After all purchased stock has been delivered, open the Sales Order.
Click Complete.