There are important questions to think about before you set up\u00a0SEOM<\/span> to drop-ship items for you. The answers to these questions will determine the way you go about processing drop ship orders daily. These questions are:<\/p>\n The following procedures will get you started creating templates, adding suppliers and inventory, designating items as “drop-ship”, sending actual drop-ship purchase orders, and lastly, entering tracking information into SEOM<\/span>\u00a0so that you can then email that information to your customers. As with anything in\u00a0SEOM<\/span>, there are multiple ways of doing things; remember that you can tweak these directions to suit your individual needs.<\/p>\n These directions apply to you if you drop-ship items to your customers and your suppliers are either individuals or fulfillment centers to which you can email or fax drop-ship orders automatically.<\/p>\n A) Fax or email templates (optional)<\/p>\n Email Template Editor<\/p>\n Faxing Purchase Orders via Microsoft Fax<\/p>\n Faxing Purchase Orders via WinFax<\/p>\n A) Selectdefault templates (optional).<\/p>\n A) Designate drop- ship items.<\/p>\n A) One or more individual suppliers<\/p>\n i) View Order Drop_Shipping_Tab screen\/Drop Ships tab<\/p>\n ii) Batch mode<\/p>\n iii) Multi-Order Processor<\/p>\n iv) POsystem<\/p>\n A) Process Orders screen\/Drop-Shipments tab<\/p>\n B) PO system<\/p>\n A) DropShipSetDate system parameter<\/p>\n B) Manually<\/p>\n i) Process Orders screen\/Drop-Shipments tab<\/p>\n ii) PO system<\/p>\n A) Import .csv Tracking #\u2019s<\/p>\n B) Import Tracking Numbers via ODBC Connection<\/p>\n A) Process Tracking Numbers<\/p>\n These directions apply to you if you drop-ship items to your customers and your suppliers require order information to be sent via a text file.<\/p>\n I) Create text file templates.<\/p>\n A) .csv or tab-delimited templates are used to send text files to suppliers.<\/p>\n B) Header templates<\/p>\n i)\u00a0SEOM<\/span>\u00a0allows you to define a “header template” for each template. You can use any template you create as a header template. The program either inserts one row of column headings into your text file at the beginning (Once per File) or before each row or order record (For Each Order).<\/p>\n ii) If necessary, create one or more header templates by following the directions for creating Regular templates.<\/p>\n iii) To include a header in any subsequent templates that you create, click on the Header template drop down list and select the appropriate file.<\/p>\n C) Regular templates<\/p>\n i) Go to the\u00a0Main Menu > Settings > Shipping Functions > Fulfillment > Export Templates.<\/p>\n ii) Click\u00a0New. Enter a name for the template.<\/p>\n iii) Select a\u00a0File Type, either .csv or tab-delimited.<\/p>\n iv) If necessary, select\u00a0Include Field Names.<\/p>\n v) Select a Header template if necessary.<\/p>\n vi) For Insert header, select Once per file or for each Order.<\/p>\n vii) If a Qty Ordered is more than one, select Output one line or Output (Qty Ordered) lines.<\/p>\n viii) Select the fields to export and enter a label for each if you wish or click\u00a0Set to Standard Fields\u00a0to use the defaults.<\/p>\n ix) Add any custom fields you wish.<\/p>\n x) Click\u00a0Save.<\/p>\n II) Add your suppliers and indicate the default text file template you wish to use to submit drop-ship orders. Note: Each supplier can have its own template, or they may share a template.<\/p>\n A) When you create a supplier record, select Text File Export for Drop-Shipping.<\/p>\n B) Select the template you wish to use from the\u00a0Text File\u00a0drop- down list.<\/p>\n C) In the\u00a0Export File\u00a0field, enter the full path of where you wish the text file to be saved when it is generated.<\/p>\n III) Add your inventory and designate which items are to be drop-shipped.<\/p>\n A) When you create an item record, select the Drop Ship check box on the product inventory record.<\/p>\n IV) Import or manually enter orders.<\/p>\n V) Send drop- ship purchase orders.<\/p>\n A) Using one of the methods below, generate the text file(s).<\/p>\n i) Process Orders screen\/Drop-Shipments tab<\/p>\n ii) Batch mode<\/p>\n iii) Multi-Order Processor<\/p>\n iv) PO system<\/p>\n B) Retrieve the file or files from the directory (file path) you specified in the supplier record.<\/p>\n C) Submit text file(s) electronically via each supplier\u2019s preferred method, i.e. email, FTP, etc.<\/p>\n VI) Track orders.<\/p>\n A) View Orders screen\/Drop Ships tab<\/p>\n B) PO system<\/p>\n VII) Enter actual ship date.<\/p>\n A) DropShipSetDate system parameter<\/p>\n B) Manually<\/p>\n i) Process Orders screen\/Drop-Shipments tab<\/p>\n ii) PO system<\/p>\n VIII) Import Tracking Numbers<\/p>\n A) Import .csv Tracking #\u2019s<\/p>\n B) Import Tracking Numbers via ODBC Connection<\/p>\n IX) Email tracking information to customers.<\/p>\n A) Process Tracking Numbers<\/p>\n Drop-Shipping vs. Fulfillment Centers<\/p>\n The text file template building function within\u00a0SEOM<\/span>\u00a0is shared by the Drop-Ship system and the Fulfillment system which is why you go to the Fulfillment templates screen to create the drop ship text file templates. Be sure not to confuse drop-shipping with fulfillment centers. The two methods differ as follows:<\/p>\n Drop-Shipping<\/p>\n Fulfillment Centers<\/p>\n Overview There are important questions to think about before you set up\u00a0SEOM to drop-ship items for you. The answers to these questions will determine the way you go about processing drop ship orders daily. These questions are: Will you drop-ship items from one or more individual suppliers? The drop-ship process…<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[19],"ht-kb-tag":[],"yoast_head":"\n\n
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Email or Fax Drop-ship Orders Automatically<\/h4>\n
I) Create templates.<\/h4>\n
II) Add suppliers.<\/h4>\n
III) Add inventory.<\/h4>\n
IV) Import or manually enter orders.<\/h4>\n
V) Send drop-ship purchase orders.<\/h4>\n
VI) Track orders.<\/h4>\n
VII) Enter actual ship date.<\/h4>\n
VIII) Import Tracking Numbers<\/h4>\n
IX) Email tracking information to customers.<\/h4>\n
Submit Drop-ship Orders via Text File<\/h3>\n
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