This topic provides the procedure steps for working with direct ship line items on a POS order transaction.
If you want to mark an entire transaction as direct ship, not just some of the items on the order, then click here to go to the help topic for direct shipping an order.
At POS, start an Order transaction as you normally do. For procedure steps for creating an order, click here to go to the help topic.
If the system displays a message that an item you are posting to the order is not in file, not stocked, or has insufficient quantity, follow your normal process to determine if an alternate item can be used or if the item is available at one of your other stores.
To post the item as a direct ship line item, continue with step 3.
After typing the item number in the Item (SKU) field, click the Add'l Info link. Or, click Menu and from the Posting Menu, click 6-Enter Additional Information. The following dialog displays:
In the dialog, at Direct Ship, select Y and click OK. The posting area expands to include additional fields.
At Backorder, type the quantity to be marked as a direct ship line item.
At PO #, select an option from the drop-down list or leave it blank.
At Vendor, select the vendor for this item from the drop-down list.
Press Enter to post the item to the order transaction.
Continue and complete the order as you normally do. Continue with the next sections of this topic for more information about printing, purchasing, and invoicing.
To post an item and fill a portion of the quantity and ship the remainder as a direct ship line item, you must post the quantities as separate lines. Post the item to the order with the quantity that you will fill. Then post the item to the order again, with the direct ship quantity.
Print the various documents (pick ticket, packing slip, invoice, etc.) associated with the order as you normally do.
When printing a pick ticket, if your system is set up to print all items on a pick ticket, then the message, **Direct Ship from Vendor**, prints below each direct ship line item.
When printing a packing list, the message, **Direct Ship from Vendor**, prints below each direct ship line item.
When printing an invoice, the message, **Direct Ship from Vendor**, prints below each direct ship line item.
Follow your normal process for generating a purchase order (PO) from POS order transactions (using GPO, Buyers List, etc.). For more information about purchase orders for direct ship line items, click here to go to the help topic.
After the vendor has filled the order, shipped it to the customer, and you have received and finalized the PO, then you can invoice the order. If you use alerts, you have the option to have an alert sent when direct ship items have been received against a purchase order. Click here to go to the System Setup topic for more information.
Recall the POS order transaction as you normally do.
For the direct ship line items that have been received and that you now want to invoice, change the quantity from zero to the purchase quantity. To do this, click Change and then enter the line number in the Change Item dialog. The item information displays in the posting area of the window and your cursor is in the Quantity field. Type the quantity to be invoiced. Make any changes to the Price or Cost. Press Enter to post the item.
Optional, post any freight charges to the order.
Invoice the order transaction as you normally do.
