To enable and set up drop shipping, configure the settings below:
- Client Settings > Auto create PO when drop ship requested. This will create a purchase order for the vendor upon requesting a drop ship. This will not send the PO to the vendor.
- Under Settings > Company Settings > Toolbox > Shipping, check DropShip < Requested. Then click Drop Ship = None. These options will prevent all drop shipped orders - both manual and pending - from being processed through ShipBridge.
It is necessary to establish a template by which to communicate drop-ship requests to a vendor.
- Under Company Settings > Email Templates > Add New Template.
- Complete the email headings and enter your message in the email body. For titles that will change based on customer product, order, etc.... choose the appropriate place holders. The holders will pull the corresponding info from the order you are requesting drop-ship.(Click here for more information on place holders in email templates.)
- Save email template.
The next step is to link that email template with the vendor.
- Under Company Settings > Company > Toolbox > Vendors.
- Click on a vendor you wish to establish a drop-ship and select Drop Ship Preferences.
- Select the template from the drop-down menu.
- Select an Export Format
- You can enter a drop ship fee to be added to the purchase order.
- Save your settings.
If applicable, you can send purchase orders automatically to vendors by setting up a scheduled task with the task type PO Export
. Read how to set up a scheduled task here