How To: Automatically Process Drop-Ship Sales Orders

Table Of Contents

Introduction
Important Notes
Configure Automatic Movement to Issue
Understanding the Setting
Example Workflow
Troubleshooting
The sales order is not moving to the Issue stage
The order contains both dropship and non-dropship items
Warehouse Control users cannot locate the stock item
Related Articles

Introduction

When direct dropship purchase orders are created in Khaos Control, the system can automatically move the related sales order to the Issue stage in the Sales Invoice Manager (SIM).
This allows the dropship item to be treated as received as soon as the purchase order is raised and delivered, enabling Khaos Control to process the order without waiting for a manual goods-in process.
This can help streamline dropship workflows and reduce manual intervention.

Important Notes

  • This functionality only applies to orders that are 100% direct dropship and have a delivered purchase order.
  • Other Sales Invoice Manager movement restrictions are ignored during this process.
  • When using Warehouse Control, the dropship stock item's location is automatically set to ARRIVALS.

Configure Automatic Movement to Issue

  1. Open:
    [ System Operations | Edit System Values | Sales | Backorders ]
  2. In Allow book-in of BO/POs, select one of the following options:
    • Allow for all
    • Direct to customer POs only
    Choose the option that best matches your business process.
  3. In Move Sales Invoice to Stage, select Issue from the available Sales Invoice Manager stages.
    For more information about this stage, see Issue.
  1. Click OK to save your changes.

Understanding the Setting

The Move Sales Invoice to Stage option determines where the sales order will be placed once the automatic booking-in process has completed.
By default, this setting is configured as None. However, you can select any available Sales Invoice Manager stage depending on how you want your workflow to operate.
When set to Issue:
  • The dropship purchase order is automatically treated as booked in.
  • The associated sales order is moved directly to the Issue stage.
  • The order becomes available for automatic picking and subsequent processing.

Example Workflow

  1. A customer places an order containing direct dropship items.
  2. A direct-to-customer purchase order is raised.
  3. The purchase order is delivered.
  4. Khaos Control automatically books in the dropship item.
  5. The linked sales order is moved to the Issue stage in the Sales Invoice Manager.
  6. The order can continue through the fulfilment process without manual intervention.

Troubleshooting

The sales order is not moving to the Issue stage

Check that:
  • The order contains only direct dropship items.
  • The purchase order has been marked as delivered.
  • Allow book-in of BO/POs is set to Allow for all or Direct to customer POs only.
  • Move Sales Invoice to Stage is configured as Issue.

The order contains both dropship and non-dropship items

This functionality only applies to orders that are entirely direct dropship. Mixed fulfilment orders will follow the normal processing workflow.

Warehouse Control users cannot locate the stock item

For Warehouse Control environments, the dropship stock item is assigned to the ARRIVALS location during the automatic booking-in process.
  • Issue Stage
  • Sales Invoice Manager
  • System Values
  • Backorders Configuration
  • Warehouse Control Overview

See Also


Did you find this article helpful?