How to Drop Ship a Sales Order

How to Drop Ship a Sales Order



  1. Click Sales.

  2. Click Orders.

  3. Click a Sales Order.

  4. At the bottom right of the Sales Order, Click More Actions.

    1. Select Generate Purchase Order.

    2. A pop-up window will appear on your screen (See Image Below).

      1. Select the Vendor. 

      2. Click the Create Purchase Order button.


  1. You will be taken to the Purchase Order edit page.

    1. Change the Shipping Address (which is the To Address) to the customer that the product should be shipped to.

    2. Check the Billing Address to make sure the bill for the Purchase Order goes to the right place.

  2. Click the arrow on the green Update button.

    1. Click Update & send.

    2. An Update and Send Pop-up window will appear.

      1. Add any notes for the Vendor and Click Update & Send.

      2. Note:  The Attach Packing Slip checkbox will include the following document.

  3. See the Vendor Purchase Order Email document for further instructions on how to manage a Drop Shipment.

  4. Tips and Tricks:

    1. When creating a Purchase Order from a Sales Order, it will automatically be marked as a drop ship order under the Internal Tab on the Purchase order screen. This allows you to find it if filtering all orders marked as drop shipped.

    2. You can move between your Sale Order and Purchase Order: If in a Sales order, at the bottom right of the Order under Related Purchase Order(s), Click the Purchase Order listed there to return to it.

    3. You can move between your Purchase Order and Sales Order: In the top left of the Purchase Order, Click Click here to view Order to return to the Sales Order page.

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