How To: Create a Drop Ship Sales Order

  1. Open a Sales Order screen (show me how).
  2. Press Ctrl+N or click the New item icon is the button bar's NEW button .
  3. Use the filters to locate the customer the new sales order is for.
  4. Double-click on the customer.
  5. In the sales order add the stock items the customer requires including the drop-ship items. When added to a sales order the drop-ship item/s will be highlighted in orange.
  6. Add the appropriate payment.
  7. Press Ctrl+S or click the disk icon is the button bar's SAVE button to save.
  8. Select the drop ship item.
  9. Click on the .
  10. In the supplier lookup popup select the correct supplier.
  11. In the popup click on Yes to deliver the items directly to the customer. A purchase order will be created which can then be processed. The [ Purchase Order | Delivery Address ] tab will list the customer's address if the item is being delivered directly to them. You can change the delivery address by dragging and dropping addresses into the Delivery Address area from the list of available addresses on the right.


  1. A drop-ship stock item is treated differently, depending upon whether or not it is stock controlled.
    • Stock controlled - the sales order goes into Awaiting Stock and the invoice is £0.00. This will wait here until the stock items are booked into stock even though they are 'virtual' for example if the supplier informs you that the goods have been despatched. The sales order is then processed and the invoice has the correct amount listed.
    • Not stock controlled - the sales order goes into released and has the appropriate price listed on the invoice. The sales order can be processed but will have zero amount of stock.
  2. If a sales order has both drop-ship and in-stock items on and the drop-ship stock items are stock controlled the saved sales order will go into Awaiting Stock. However, if you wish to ship the in-stock items you can force the sales order through the system in the normal way and when it is issued a sales order for the drop-ship item/s will be created in Awaiting Stock.
  3. Purchase orders that have been created must be processed in the normal fashion i.e. the items must be 'booked in' as this will release any stock-controlled items held in Awaiting Stock.
  4. Other options that may affect the way drop-ship orders are treated are configured in [ System Operations | Edit System Values | Options | Back Orders ].
  5. Drop Ship Purchase Orders retain their link to Sales Orders once the Sales Order have been issued.
  6. It is possible to automatically process a drop-ship sales order, see How To: Automatically Process Drop-Ship Sales Orders.

See Also

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