Order Manager
Version 8
Order Manager
Version 8
Contents of this Topic: Show
There are important questions to think about before setting up Monsoon OMS to drop-ship items for you. Will you drop-ship items from one or more suppliers? What information does the supplier require from you to process an order? How do they wish to receive this information? How will you receive tracking information from the vendor? Do you want to use the Purchase Order system to track your purchases? When should the system mark the order as shipped? The answers to these questions will determine the way you process drop ship orders on a daily basis.
Presently, it is not possible to generate a text file of order information to attach it to a supplier e-mail.
Review the Knowledge Base topic Drop Ship Parameter Group to gain an better understanding of the ways in which the program can be configured to handle various aspects of drop-shipping.
Create supplier records for the vendors with whom you do business in Monsoon Order Manager. Include the usual contact information, contact method, and ordering preferences in the Drop-Ship Purchase Orders section. Each supplier can use a different delivery method and order (report) template. The program provides sample templates or you can use the Email Template Editor to create your own. Select these templates at the Supplier>Purchase Order Settings tab. Enter any other unique information about the supplier in Additional Options:, such as payment Terms, Minimum Order Amount, or Free Freight Level. Payment terms are defined through the List Maintenance feature of Monsoon OMS.
A single supplier record can be designated as a regular and a drop-ship supplier. The same is not true of products, however. If you ship a product from your warehouse as well as drop-ship it, create two separate inventory records for the item. It is no longer possible to temporarily switch the product from a regularly stocked item and a drop-ship item as in previous versions of the program. ATP is not tracked or calculated for inventory records marked as Drop-Ship items.
Select Drop-Ship on the inventory records of the products to be drop-shipped. If initially setting up the system through a text file import, indicate if the product is a drop-ship item in the text file and map the field appropriately on import. If you decide to start drop-shipping after the system is up and running, use the Multi-Record and Price Editor to change a group of inventory records quickly.
Decide whether you want to use the Purchase Order system to manage drop-shipping. If so, set system parameter DropShipUsePOSystem to TRUE. Be aware that after drop-ship purchase orders are created, they can only be changed through the Purchase Order screen, not from the Process Orders>DropShip tab, when the purchase order system is used to manage drop-shipped items. As invoices are received from the vendor, they are entered into the purchase order system and can optionally be exported to QuickBooks as bills to be paid. Refer to Knowledge Base topic Drop-Ship Purchase Orders for more information.
As with all processes in Monsoon Order Manager, there are multiple ways of doing things – remember that you can tweak these directions to suit your individual business needs.
The following steps get you started creating templates, adding suppliers and inventory, designating items as "drop-ship", actually sending drop-ship purchase orders, and lastly, entering tracking information into Monsoon Order Manager which is e-mailed to your customers.
Optional: Create customer drop-ship e-mail templates using the Email Template Editor.
Add supplier records if they do not already exist.
In the Drop-Ship supplier section, choose the method of communicating order information to the vendor.
Choose the report template for the method of communication.
Add inventory records, designate them as drop-ship items and associate them with the drop-ship supplier.
Import or manually enter orders for one or more drop-ship items.
Create/Send drop-ship purchase orders to an individual supplier or all suppliers.
Process Orders> Drop-Shipping tab
Main Menu>Settings>Shipping>Batch Drop-ship
Multi-Order Processor
PO system
View purchase order information.
Process Orders screen/Drop-Shipments tab
PO system
Enter actual ship date.
DropShipSetDate system parameter
Manually
Process Orders>Drop-Shipments tab
PO system
Import Tracking Numbers
Manually
Individual orders at Process Orders>Drop-ship tab
Group of orders
Import .csv Tracking #’s
Email tracking information to customers
Run Process Tracking Numbers
Created: 1/19/12
Revised: 7/9/15
Published: 08/19/15