{"id":419,"date":"2019-04-05T19:34:54","date_gmt":"2019-04-05T19:34:54","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=419"},"modified":"2022-10-27T17:16:07","modified_gmt":"2022-10-27T17:16:07","slug":"entering-or-importing-tracking-information-for-drop-ship-purchase-orders","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/entering-or-importing-tracking-information-for-drop-ship-purchase-orders\/","title":{"rendered":"Entering or Importing Tracking Information for Drop-Ship Purchase Orders"},"content":{"rendered":"<h2>Enter or Import Tracking Information for \u00a0Drop-Ship Purchase Orders<\/h2>\n<p>The <strong>Drop-Ship Tracking<\/strong> button at the top of the <strong>Purchase Orders<\/strong> screen opens a screen that enables you to build a list of drop-shipped line items and fill in the tracking numbers for them. You can manually enter tracking numbers for your drop-ship orders or import them from a text file. When you are finished, select <strong>Post Data<\/strong> to save the data.<\/p>\n<h3>Manually Enter Tracking Information<\/h3>\n<ol>\n<li class=\"NumberedList\">\n<p class=\"Note\">Go to\u00a0<em><strong>Main Menu&gt;Manage My Inventory&gt;Manage My Purchase Orders&gt;Drop-Ship Tracking&gt;Add Tracking Numbers<\/strong><\/em>.<\/p>\n<\/li>\n<\/ol>\n<ol start=\"2\">\n<li class=\"NumberedList\">The system displays the\u00a0<strong>Drop-Ship Tracking<\/strong>\u00a0screen.<\/li>\n<\/ol>\n<div>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-1979 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking.png\" alt=\"\" width=\"1361\" height=\"639\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking.png 1361w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking-300x141.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking-768x361.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking-1024x481.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking-50x23.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking-60x28.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Drop-Shipping-tracking-100x47.png 100w\" sizes=\"(max-width: 1361px) 100vw, 1361px\" \/><\/p>\n<p>Drop-Ship Tracking screen<\/p>\n<\/div>\n<ol start=\"3\">\n<li class=\"NumberedList\">To add the line items from a single drop-ship purchase order to the list displayed at the bottom of the screen, fill in the <strong>PO\u00a0Number<\/strong>\u00a0field and press\u00a0<strong>Tab\u00a0<\/strong>or\u00a0<strong>Enter<\/strong>.<\/li>\n<li class=\"NumberedList\">To add the drop-shipped line items from one\u00a0<span style=\"font-size: small;\">SEOM<\/span>\u00a0order to the list, fill in the\u00a0<strong>Order Number<\/strong>\u00a0field and press\u00a0<strong>Tab\u00a0<\/strong>or\u00a0<strong>Enter<\/strong>.<\/li>\n<li class=\"NumberedList\">To add all open drop-ship orders for a specific supplier to the list, select\u00a0a\u00a0<strong>Supplier<\/strong>.<\/li>\n<li class=\"NumberedList\">Once you have created the list, you can enter a<strong>\u00a0Tracking Number<\/strong>, <strong>Date Shipped,<\/strong> and select <strong>Update All<\/strong> to add that information to all line items in the list, or you can type or copy and paste tracking numbers and dates into the <strong>Tracking #<\/strong> and <strong>Date Shipped<\/strong> fields of individual purchase orders in the list.<\/li>\n<li class=\"NumberedList\">Select\u00a0<strong>Post Data<\/strong>.<\/li>\n<\/ol>\n<h3>Import from a Text File<\/h3>\n<ol>\n<li class=\"NumberedList\">\n<p class=\"Note\">Go to one of the following locations to import tracking data from a text file:<\/p>\n<\/li>\n<\/ol>\n<p class=\"Note\"><em><strong>Main Menu&gt;Manage My Inventory&gt;Manage My Purchase Orders&gt;Drop-Ship Tracking&gt;Add Tracking Numbers&gt;Import Tracking Data<\/strong><\/em><\/p>\n<p class=\"Note\"><em><strong>Main Menu&gt;Settings&gt;Shipping Functions&gt;Import .csv Tracking Numbers<\/strong><\/em><\/p>\n<ol start=\"2\">\n<li class=\"p\">The system displays the\u00a0<strong>Drop-Ship Tracking<\/strong>\u00a0screen.<\/li>\n<\/ol>\n<div>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-1981 size-full\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data.png\" alt=\"\" width=\"937\" height=\"578\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data.png 937w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data-300x185.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data-768x474.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data-50x31.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data-60x37.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2019\/04\/Import-Tracking-Data-100x62.png 100w\" sizes=\"(max-width: 937px) 100vw, 937px\" \/><\/p>\n<p><i>Import Tracking Data screen<\/i><\/p>\n<\/div>\n<ol start=\"3\">\n<li class=\"NumberedList\">This screen is used for importing tracking numbers for drop-ship orders and tracking numbers for orders you ship. Make sure that the <strong>Import tracking<\/strong> is set to <strong>Drop-Ship POs<\/strong>\u00a0before continuing.<\/li>\n<li class=\"NumberedList\">Select the\u00a0<strong>Folder\u00a0<\/strong>icon to navigate to the text file with the tracking information.<\/li>\n<li class=\"NumberedList\">Choose the appropriate\u00a0<strong>Field Delimiter<\/strong>\u00a0settings or enter a non-standard delimiter in\u00a0<strong>Other<\/strong>.<\/li>\n<li class=\"NumberedList\">Select\u00a0<strong>First row contains field name<\/strong>\u00a0if the\u00a0first line of the text file contains a header record with field names.<\/li>\n<li class=\"NumberedList\">When importing drop-ship tracking information, always select\u00a0<strong>Drop-Ship PO Number\u00a0<\/strong>as the setting for\u00a0<strong>Link Field<\/strong>\u00a0so that\u00a0<span style=\"font-size: small;\">SEOM<\/span>\u00a0can match the imported tracking information to your PO records.<\/li>\n<\/ol>\n<p class=\"Note\"><strong>IMPORTANT<\/strong>:\u00a0Drop-Ship tracking numbers MUST be accompanied by the Drop-Ship PO Number for the system to properly update the PO and the Order!<\/p>\n<ol start=\"8\">\n<li class=\"NumberedList\">Use the field name drop-down lists to map\u00a0the information in the text file to the fields in\u00a0<span style=\"font-size: small;\">SEOM<\/span>. (<strong>Order #<\/strong>,\u00a0<strong>Tracking Number<\/strong>, etc.)<\/li>\n<li class=\"NumberedList\">It is recommended that you\u00a0<strong>Test Data<\/strong>\u00a0before you import. The system displays a sample record built from the selected data file and import criteria.<\/li>\n<li class=\"NumberedList\">When you are sure that the import options are correctly configured, select <strong>Run Import<\/strong>. The system records the drop-ship tracking information from the text file in your purchase order records.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Enter or Import Tracking Information for \u00a0Drop-Ship Purchase Orders The Drop-Ship Tracking button at the top of the Purchase Orders screen opens a screen that enables you to build a list of drop-shipped line items and fill in the tracking numbers for them. You can manually enter tracking numbers for&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[20],"ht-kb-tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Entering or Importing Tracking Information for Drop-Ship Purchase Orders<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/entering-or-importing-tracking-information-for-drop-ship-purchase-orders\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Entering or Importing Tracking Information for Drop-Ship Purchase Orders\" \/>\n<meta property=\"og:description\" content=\"Enter or Import Tracking Information for \u00a0Drop-Ship Purchase Orders The Drop-Ship Tracking button at the top of the Purchase Orders screen opens a screen that enables you to build a list of drop-shipped line items and fill in the tracking numbers for them. 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