The direct ship line item feature allows you to post one or more items to an Order transaction that will be shipped directly from the supplier to the customer. The same order transaction can also include in-stock items, posted as regular delivery or direct ship. Typically a direct ship item is a special order item because it is not stocked, out of stock, or insufficient stock. However, you may post an item as direct ship even if there is sufficient in-stock quantity. For example, do this because of a future delivery date or for other shipping reasons (such as, the supplier is geographically closer to the customer than the store location). More than one direct ship line item can be posted to a transaction and each item can have different suppliers. However, all items must be shipped to a single ship-to address.
The ability to mark an entire order or special order transaction as direct ship is also available. For more information about that feature, click here to go to the help topic.
The following highlights the direct ship line item process:
At POS, start an Order transaction.
Post items to the order as you normally do. For any direct ship line items, post the item with the direct ship code. Direct ship line items remain on the order as a backorder.
Place a purchase order for the direct ship line items with the supplier. This can be done directly in POS (generate a PO using GPO - Generate Purchase Orders from Orders), or from the Buyer's List.
Leave the order transaction open or invoice the available items.
Receive the purchase order invoice from the supplier. Post receipts to the open purchase order (including any cost changes). Direct ship line items are updated. An alert can be sent to indicate that item(s) are received and the customer can now be invoiced.
Recall the order transaction, make any changes to pricing or freight charges. Invoice the order.
Pass off sales and COGS to the direct ship department (as specified in Options Configuration).
Before posting line item direct ship items to an order transaction at POS, you must first complete some configuration and setup procedures. Click the related topics button below to get started.
