Here's a guide to how dropship suppliers can view, enter, upload, download, etc. their Purchase Orders, Shipments, Invoices, and Returns.
First, get your dropship supplier set up on the Vendor Portal.
Purchase Orders (P/Os)
From the vendor portal, it's simple for a supplier to get to their orders. They will go to Dropship Order > Order.
This will take them to the Order List. Clicking Apply will show all existing orders.
Note: In your DigitBridge account, these are referred to as purchase orders (since you are the one doing the purchasing). For your vendors' views, these will appear simply as orders.
Clicking any one of the orders will take them to the Order Management screen. This will show them all the details about the order.
It’s also very easy to export and print the order. Go to Action > Export to download this order.
Click Reports > Print Report to download and print a PDF of this order.
They can also do this from the Order List. Click Apply to see all orders. Select the ones they want to print or export. Then click Action > Print Report to print a report of the selected order(s), or Export Selected to download any order(s) they have selected.
Shipments
From the vendor portal, there are two ways a supplier can create a shipment: directly from an order or by uploading data.
Creating a Shipment from an Order
They can do this in two places: one is by going to the Order List screen and clicking + Shipment in the row of that order.
Two is by clicking into the order and then clicking + Create Shipment from the Order Management screen.
Whichever way they decide to do it, next they will click Yes.
Now they're on the Dropship Shipment Management page. They'll see the Order # and items on the order have already populated. Enter the Shipment #, Shipping Carrier & Class, and the Return Tracking & Tracking #s. Under Ship Qty, enter the number of items being shipped or canceled. Enter any additional tracking by item information, if applicable. They can also add any notes they'd like at the bottom. Click Save when they're done.
Click Yes.
Upload to Create Shipments
First, they will go to Dropship Order > Shipment.
Step 1: From the Shipment List screen, click Action > Download Template. This will download the required template in .csv format for them to open in the spreadsheet system of their choice (e.g., Excel, Google Sheets, etc.).
Step 2: Once they have the template, enter all shipment details. Save the file.
Step 3: Back on the Shipment List screen, click Action > Import.
Either drag the file(s) to the box as indicated or click to upload from their device. Click Import.
Their shipment information will now appear on the Shipment List. If it doesn’t show up immediately, click Apply.
Invoices
From the vendor portal, there are two ways a supplier can create an invoice: directly from an order or by uploading data.
Creating an Invoice from an Order
They can do this in two places: one is by going to the Order List screen and clicking + Invoice in the row of that order.
Two is by clicking into the order and then clicking + Create Invoice from the Order Management screen.
Whichever way they decide to do it, next they will click Yes.
This will take them to the Invoice Management screen in Add mode. The Order # and items will prepopulate. Set the Date and Due Date and fill out any other relevant information. Double-check the pricing, quantities, and Shipping Info. Add Notes if they want to. When they're all done, click Save.
Click Yes.
Upload to Create Invoices
First, they will go to Dropship Order > Invoice.
Step 1: From the Invoice List screen, click Action > Download Template. This will download the required template in .csv format for them to open in the spreadsheet system of their choice (e.g., Excel, Google Sheets, etc.).
Step 2: Once they have the template, enter all invoice details. Save the file.
Step 3: Back on the Invoice List screen, click Action > Import.
Either drag their file(s) to the box as indicated or click to upload from their device. Click Import.
Your invoice information will now appear on the Invoice List. If it doesn’t show up immediately, click Apply.
Returns
[coming soon]