Articles on: OneHash CRM | Selling

Drop Ship feature of OneHash

Drop Ship

Drop shipping is a supply chain management technique in which the retailer does not keep goods in stock. Instead they transfer customer orders and shipment details to either the manufacturer, another retailer, or a wholesaler, who then ships the goods directly to the customer

In OneHash, you can create a Drop Shipping by creating Purchase Order against Sales Order.

Selling > Documents > Sales Order > Purchase Order

Setup on Item Master

Set Delivered by Supplier (Drop Ship) and Default Supplier in Item Master.

Setup on Sales Order

If Drop Shipping has set on Item master, it will automatically set Supplier delivers to Customer and Supplier on Sales Order Item.

You can setup Drop Shipping, on Sales Order Item. Under Drop Ship section, set Supplier delivers to Customer and select Supplier against which Purchase Order will get created.

Create Purchase Order

After submitting a Sales Order, create Purchase Order.

From Sales Order, all items, having Supplier delivers to Customer checked or Supplier(matching with supplier selected on For Supplier popup) mentioned, will get mapped onto Purchase Order.

It will automatically set Customer, Customer Address and Contact Person.

After submitting Purchase Order, to update delivery status, use Mark as Delivered button on Purchase Order. It will update delivery percentage and delivered quantity on Sales Order.

Close, is a new feature introduced on Purchase Order and Sales Order, to close or to mark fulfillment.

Drop Shipping Print Format

You can notify, Suppliers by sending a email after submitting Purchase Order by attaching Drop Shipping print format.

Updated on: 01/04/2023

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