Sunday, December 2, 2018

Easiest way to Identify if an Inventory Item on a Sales Order is either a Special Order or a Drop Ship Item

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1. Basic difference between Drop Ship and Special Order :

A drop ship is sent directly to  the customer from your vendor. It NEVER affects your inventory levels.

A special order is shipped to your warehouse. You take possession of it, and it DOES AFFECT your inventory levels.The quantity received from the linked Purchase Order is committed to the Sales Order.

2Item Record > navigate to  Purchasing/ Inventory tab or Basic tab >  See if either Special Order Item or Drop Ship Item box is checked.

3.  Sales Order > Items tab > Create PO column:

Special Order > A PO # populates the field

Drop Ship > A PO # populates the field

4.  Sales Order > History tab > Fulfillments & Invoices sub tab:

Special Order Item > Type Purchase Order >  Link Type =  Special Order

Drop Ship Item > Type Purchase Order > Link Type = Drop Shipment

5.  Prior to the receipt of the Purchase > Sales Order > Items tab

Special Order Item > Back Ordered is equal to Quantity Ordered > Committed null

Drop Ship Item > Back Ordered and Committed Column are both null

6.  How to identify Special Order or Drop Ship Item in the associated Purchase Order

Special Order Item > Receive button is available > Click Receive button > New Item Receipt is pulled up

Drop Ship Item > Mark Shipped button is available > Click Mark Shipped button > New Item Fulfillment is pulled up

In the Purchase Order Transaction Body field, a Created From link is available for both  Drop Ship and  Special Order.

7. After receiving the linked Purchase Order > go to the Sales Order > Items tab:

Special Order Item > Quantity Received is Committed > Picked / Packed / Shipped are all zero

Drop Ship Item > Quantity Fulfilled (Item Fulfillment Status= Shipped) shows Committed Null / Picked /Packed /Fulfilled shows the same quantity fulfilled.

8.  Sales Order Status after receipt of the Special Order and Drop Ship Purchase Orders

Special Order Item > Status = Pending Fulfillment

Drop Ship Item > Status = Pending Billing

 

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