If you sell large appliances, furniture or other products that are in your item list but you don’t keep in stock, the system can dropship the items to a customer directly from the supplier.
How? Create a Customer Order and then create a linked Purchase Order.*
Here are the steps:
- Create a customer order as usual.
- Select the items you want to drop ship.
- With the items selected, click the down arrow to the right of the Check All button above the table. Select + Create new PO.
- In the Create Linked Purchase Order popup, make sure Drop Ship Mode is checked. Click Process at the top right.
The purchase order will be created, with the addresses and dates copied over. The items will be linked back and forth between the Customer Order and Purchase Order.
- Be sure to complete the orders and send to the supplier(s).
Keep Separate
If you want the items to be shipped to different addresses or on different dates, check the ✓ Keep Separate box in the Create Linked Purchase Order page before you press Process. This will create separate purchase orders for the checked items.
Once processed, go to the separated purchase orders and change the addresses or dates.
*To create purchase orders from the POS during checkout, see Special Order – Item Not In Stock.