Drop Ship Order Enhancement

In this blog post, I will be sharing about a new process on how stock reservation works for Drop Ship Orders that has adjustments on the ordered and reserved quantities as well as voiding drop ship orders.

With the emerging use of internet technology, many small retailers and website storefronts leverage on drop shipping as a delivery method to ship ordered goods from the supplier directly to their customers. Connected Business, being a Software-as-a-Service (Saas) provider, has improved the drop shipping functionality to accommodate changes on the ordered and reserved quantities on a customer’s order.

This will greatly benefit retailers who have customers that orders in bulk and suddenly requests for an increase in the quantity of items ordered. One advantage is that it will lessen costs of the shipping fees and avoid the hassle of creating another drop ship order and purchase orders (for the same item but with an added or decreased quantity).

These are the three important points in this blog:

    • Stock Reservation on Drop Ship Orders with Quantity Adjustments – Any changes made on the quantity and reserved columns on the Sales Order will automatically reflect on the linked Purchase Order.

    • Void Drop Ship Order – the linked Purchase Order will be automatically voided.

    • Void Linked Purchase Order Drop Ship Order – the reservation will be deleted on the Drop Ship Order making it still an open order ready for fulfillment.

Let us see how to create these enhancements in Connected Business.

Stock Reservation on Drop Ship Orders with Quantity Adjustments

First, we have to create a Drop Ship Order by navigating to the Customer module > Order > New Order option. Select a customer from the Ship to Customers tab.

On the Sales Order form, enter the quantity and tick the Drop checkbox. Save the order and click on the Create Drop Ship Order from the menu options.

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On the Drop Ship window, select the item(s) where you want to create a Purchase Order. Click on the Create Drop Ship Orders button.

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When a Purchase Order is created for the Drop Ship Order, you can see that the value in the quantity ordered and quantity reserved are exactly the same as what was indicated in the Sales Order. You may now close the Purchase Order.

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To change a quantity ordered or quantity reserved, open the recently created Drop Ship Order. Change either the values for quantity or reserved columns, then press [Enter] key. The system will automatically refresh and update the values entered from the Drop Ship order against the linked Purchase Order.

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You can view the changes on the Drop Ship Order and Purchase Order in the snapshots below.

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Voiding Drop Ship Orders

To cancel a Drop Ship Order, you may navigate through the Customer module > Order > Find Order. Open the Drop Ship Order. Click on the Void button from the menu. The order will be viewed under the Sales Order history with the stage tagged as Voided.

Voiding Linked Purchase Orders for Drop Ship Orders

To cancel the linked Purchase Order for the Drop Ship Order, you may navigate through the Supplier module > Purchases > Find Purchases. Take note of the document code of the linked Purchase Order. Click on the Void button from the menu options. The voided Purchase Order will be reflected on the Cancelled Purchase Orders.

That’s it! I hope this blog has helped you in editing changes made on Drop Ship orders.

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