How to Drop Ship a Sales Order

How to Drop Ship a Sales Order.

Drop Shipping is designed for shipment from vendor to customer directly. You need to make sure the items you are going to drop ship are checked as “Allow to Drop ship?” on their item master item settings section. Take Chai_Tea 25kg as an example.  

On Sales Order Pack page, you can select “Drop Ship” button for the sales order line.

IMPORTANT NOTE: Items cannot be drop shipped without a vendor.  Item will be drop shipped using the default vendor on the item master OR you don’t have one, you have to add the vendor before proceeding.  

Ascent will come back to us and tell us the purchase order that has been created for this item.

Click “Save” and you’ll see the Purchase Order was created and the line was successfully shipped.  Ascent will come back to us and tell us the purchase order that has been created for this item.

Once the Purchase Order has been created you can click “Back to Sales Order”.

When you go back to the sales order, you can see the “Purchase Orders” related list that will lead you to the "drop ship" purchase order.  

If you look at the “Sales Order Line View”, you will notice that the line for PC Item is still in Open status. To pack this drop ship item, we need to complete the purchase order first.

Let’s go to the "drop ship" purchase order.

The “Price” came directly from the item master cost field, or from a related trade agreement if one was set up.  The “Type” is “Drop Ship”.  It also showed you the related Sales Order #. You would have to receive the purchase order to close the loop on this item, and that would occur once you receive confirmation from your customer that they’ve received the item.

IMPORTANT NOTE: for drop ship PO, you need to change the status of purchase order from “Open” to “Complete” manually, once you receive confirmation from your customer. Then, Ascent will automatically change the status for this drop ship item in sales order lines to “packed”.