Edit Drop-Ship Details

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Overview

The Edit Drop-Ship Details screen is accessed by:

Main Menu>Process My Orders>View and Process My Orders>Shipping>Drop-Shipments tab> Edit/Cancel Drop-Ship

This screen is used to cancel a drop-ship order before the purchase order is created and sent to the supplier or to change the supplier from which the product is ordered, if multiple suppliers are defined.

If the drop-ship purchase order was already created, use the Purchase Orders screen to remove the items from the PO and then delete it.

Description of the screen

Local SKU

• displays the value of the Local SKU field in the selected product's inventory record

Product Name

• displays the value of the Item Name field of the selected product's inventory record

Supplier

• initially displays the name of the Primary Supplier of the selected product
• this field changes as the other product suppliers are selected in the list

List of Product Suppliers (not labeled)

• the suppliers of the product are listed in the center of the screen
• if the product is only provided by a single supplier it is not possible to switch to a different supplier here, use the Inventory screen to associate another supplier with the product

Select

• select the row of a drop-ship item and choose Select to change the supplier from which the item is ordered when the drop-ship purchase order is created
• the new supplier name is reflected in the Supplier field
• this action assumes there are multiple suppliers of the product

Notes

• the program records internal information in this field, for instance when a drop-ship is cancelled
• add more information to the Note field if desired

Cancel Drop-Ship

• select this to cancel the drop-ship order for the current product
• the program prompts for confirmation before taking any action

Save

• select this to retain changes made to the Supplier or Notes fields and close this screen

Cancel

• exit the Edit Drop-Ship Details screen before changes are made

Cancel a drop-ship order before the purchase order is created

1. Go to Main Menu>Process Orders>View and Process Orders>Shipping>Drop-Shipments.
2. Navigate to the order containing the drop-ship item to be cancelled.
3. Select the item to be cancelled.

4. Click Cancel Drop-Ship.

5. Select OK. Repeat this for as many items as you wish.

Change the supplier of a drop-ship item on an existing order

1. Go to Main Menu>Process Orders>View and Process Orders>Shipping>Drop-Shipments>Edit/Cancel Drop-Ship button

2. Navigate to the order containing the drop-ship item to be changed.

3. Select the row of the supplier from which the product should be ordered.

4. Click Select to change the order to the new supplier.

5. Select Save.

Additional information

Created: 6/14/12

Revised: 7/28/15

Published: 08/19/15