How do I create a dropship order for the Vendor Portal/Dropship Center

Here's a guide to create a dropship sales order.

In ERP, go to Sales > S/O Management.

Click Add.

Go through the regular steps of creating a sales order.

Once you've added all of your items, adjust the status to Ready to Ship and click Save.

Click Yes.

The status will update to Processing and when you look at the Activity tab, there will be a fulfillment record and a P/O. If you don't see this right away, click Reload.

If you click on the P/O #, you will see that this has been designated a Dropship P/O.

Clicking the pencil icon next to Tracking Notes at the bottom will show you that this has been sent to the Dropship Center by the seller.

You can see it in the Dropship Center by going to Supplier Center > Dropship Orders.

Click Apply. 

You can also see it in the Vendor Portal by going to Dropship Order > Order.

Click Apply.

Click on the order and click Create Shipment. 

Enter shipping information, including a Shipment # and Tracking #. Click Save.

Click Yes.

Once the order is finished, change your mode to Close and click Close. 

Click Yes.

Back in the Sales Order Management screen in ERP, if you click Reload and look at the Activity tab again, you will see a Shipment and an Invoice.

Next, go to Dropship Order > Order. 

Click Apply and click on the order.

Click Create Invoice.

Click Yes.

Add an Invoice # and click Save.

Click Yes.

Change your mode to Close and click Close. 

Click Yes.

Now, back in ERP, go to Purchasing > P/O Management.

Click Apply and click on the P/O #.

Under the Activity tab, you'll see a P/O Receive. Click on it. 

You'll see that closing the Invoice in the Vendor Portal automatically receives the item in this P/O Receive and closes it.

It also automatically creates an A/P Bill (which you can see under the Activity tab of the P/O as well).

This is the bill for the seller to pay to the supplier.