The Drop-shipping module is used to automatically create drop-shipping orders for partial orders or automatic orders with suppliers. With this module it is possible to create drop-shipping groups, set partial orders with purchase orders, assign products to drop-shipping groups and create deliveries automatically via store import or button.
In order to use drop-shipping, the first step is to mark the groups (suppliers) and the products that are available by drop-shipping.
In the Product tab define those products that are to be split into a drop-shipping order when importing the sales order. It is mandatory that the products are marked as stock items.
New entry
Click on +New entry to enter a new drop-shipping product.
A new window opens. Enter the following information:
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Group: Select the respective group. Only already created and thus valid groups can be used
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Product: Enter the desired drop-shipping product
Delete all entries
Click Delete all entries to remove all existing entries for the links of products to the drop-shipping groups.
Note
This action deletes all links in the Dropshipping Supplier module, they cannot be restored.
Assistant
With the Assistant button (version 19.1 or higher) you can directly load all products of a specific manufacturer with one click. The entries are then created automatically. The prerequisite for this is that the manufacturers in the Manufacturer field in the product master are named exactly like a drop-shipping group that has been created. The group must be created beforehand and have the same name as the manufacturer.
We recommend you create a separate project under Master data → Projects → NEW for each drop-shipping partner. This way, the created drop-shipping orders can be filtered quickly in the order overview.
In the drop-shipping module in the Groups tab, you can create a new group for each drop-shipping partner by clicking on +Create a new entry. The following fields must be filled out in the window that now appears:
General
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Designation: Name of the group, freely selectable
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Supplier: Specify the supplier for which an order is to be created or to which mails are to be sent
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Target project (optional): Specify the project to which the drop-shipping partial order is mapped
Order settings
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Only if payment OK: By checking this box, a drop-shipping partial order is only created if the payment OK status indicator (payment released) in the original order is green
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Calculate delivery date from product: By checking this box, the calculated delivery date of the product is written into the order item of the drop-shipping order
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Auto-shipping: Select from the drop-down menu how to perform drop-shipping partial orders
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Create receipts in auto shipping: From the drop-down menu select which documents are to be created in auto shipping. Alternatively the setting from the customer address can be used
Purchase order
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Create automatically: A purchase order for the products from the drop-shipping partial order is automatically created on the stored supplier if a purchase price is stored for the products
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Different shipping address: The order receives the customer address of the main order as a different delivery address
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As an attachment delivery note: The order receives the delivery note of the drop-shipping partial order as attachment file and completes the partial order
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Incl. delivery note as CSV: The order receives as attachment file the delivery note of the drop-shipping partial order as CSV
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As an attachment invoice: The purchase order receives the invoice of the order as attachment file
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As an attachment order: The order receives as attachment file the order confirmation of the drop-shipping partial order
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Incl. order as CSV: The order receives as attachment file the order confirmation of the drop-shipping partial order as CSV
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Complete purchase order: By ticking the generated order is immediately set to the status completed
Actions
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Order mail to supplier: By selecting this check box, an email with all attachments will be sent to the supplier
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Print order directly: If the order is to be printed, a document printer can be selected here from the drop-down menu
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Delivery note mail to supplier: By selecting this check box, an e-mail with the delivery note of the drop-shipping partial order will be sent to the supplier
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Print delivery note directly: If the delivery note of the drop-shipping partial order is to be printed, a document printer can be selected here from the drop-down menu
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Invoice mail to customer: By selecting this check box, an email with the invoice will be sent to the customer
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Print invoice directly: If the invoice is to be printed, a document printer can be selected here from the drop-down menu
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Feedback to the shop: If the order is transferred from an online shop to Xentral and a drop-shipping order is created from it, the order status is set to shipped in the shop by ticking it off
Link article and remove link
When creating or editing a group, a CSV file can be uploaded via the Upload item list button in order to assign several products to the group in one step.
Note
The first line of the CSV file is seen as a header and the only line content is the product number.
The Delete all item links button can be used to delete all existing product links to this group.
Example:
Artikel; 1000002;
If no window is displayed, where you can select a file to upload, it might be helpful to try a different browser.
Once an order is imported that includes a drop-shipping product, the following happens:
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A partial order is created per drop-shipping group for these products
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Another purchase order is created for the supplier as a draft, depending on the group settings
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An invoice for the total amount (order + partial orders) is created and linked to the orders
Order overview: In the order overview under Sales > Sales Order the orders are displayed with the respective products.
Note
If an order contains several drop-shipping products, some of which are not in stock, still all the drop-shipping products will be included in the order to the supplier.
If an order is created and has one or more drop-shipping products in the positions, the button Create Dropshipping order will appear after approval. Clicking on it will also initiate splitting into drop-shipping orders. The stock item must not be in stock for the drop-shipping order to be created.
If a postage article is in an order with a dropship article, the order is not split, but only the project of the document is changed to the dropship group. Otherwise, orders containing only postage articles would be displayed, which would distort the order overview.
A separate partial order is created for each dropship project in the positions.
If an order appears and the dropshipping item is fully in stock, no dropshipping order is created.